Matt is a relationship builder and problem solver who works to understand high-net worth clients to simplify their financial lives. He assists clients in identifying and prioritizing their goals including estate and financial planning, investment management, tax minimization strategies, wealth transfer, business transition, and retirement income. He develops a personalized strategy based on the client’s goals, circumstances, and personal perspective. He strives to gain clients’ trust and is committed to providing value to make the most of their financial resources.
Prior to founding Cultivate Financial, Matt learned the intricacies of wealth management at Merrill Lynch and Mass Mutual. Previously he cultivated relationships across the United States and globally bringing ideas together to solve problems in agribusiness. He holds a B.S. and M.S. in Agricultural Economics from North Dakota State University.
A native of Rutland, North Dakota, he was raised on the family farm and learned the ethics of hard work, honesty, and integrity. Today, he makes his home in Oxbow, North Dakota. Outside of the office, Matt enjoys spending time at the family farm, the lake, hunting, fishing, and volunteering with local organizations.
To cultivate is to nurture and help grow.
