Matthew first joined Baird in Milwaukee, WI during the summer of 2021 through the firm’s internship program. He worked in Baird’s Operations department supporting Financial Advisors across the country as an IRA specialist. He began working full-time after graduating with honors from Marquette University in 2022 with degrees in Political Science and Classics. Matthew joined The Boulder Group in April of 2023 and became a CERTIFIED FINANCIAL PLANNER® professional in February of 2026.
Born in West Bend, WI as the youngest of three siblings, Matthew moved to Boulder in the summer of 2022 with his partner Zelda as she completed her master’s degree in philosophy at University of Colorado Boulder. Matthew enjoys mountain biking, hiking, reading, and miniature model-making.
Focus Areas:
- Money Movements (ACH, checks, wires, etc.)
- Account Opening & Transfers/Rollovers
- Meeting Preparation
- Point of Contact for Phone Calls
- Required Minimum & Qualified Charitable Distributions
- Service Model Lead
- Trading