I am passionate about helping and educating clients about achieving their most important goals. I have nine years of financial experience and have always focused on putting my clients first. I have partnered with Leah Sarconi, my branch office administrator. Leah has over 40 years' experience in finance and accounting.
As a financial advisor, I pride myself on focusing on the client and their needs. Prior to joining Edward Jones, I worked for Great Western Bank for eight years. I enjoy working with clients to establish their important long-term goals and partnering with them to achieve those goals. My business practice includes planning for retirement, preparing for education and even creating a well-thought-out estate strategy.
Very important to me is my wonderful family, which includes my wife, Morgan, and our two boys, Grant and Noah. When not at work, I enjoy being with family and friends. I am very thankful to have a beautiful family and welcoming community for my growing business. I am truly blessed.
Leah Sarconi is originally a Westminster, CO, native. She moved to Holdrege in 2018 to live near her only daughter, Gina. Gina and her husband, Cole, along with their three children, William, Fiona and Emily, are the light of her life. Leah brings her experience and dedication to providing you with the highest level of service possible.
Leah and I agree working with clients and learning about their hopes and dreams is very rewarding. We feel blessed to know and serve wonderful clients.
- Entrepreneurs & Business Owners
- Wealth Strategies
- Retirement Income Strategies
- New Investors
- Estate & Legacy Strategies
Phone NumberMatt Simpson at (308) 995-0505
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