Chief Operating Officer
Matt joined iWealth in 2022 as the Chief Operating Officer, with a focus on processes and systems in our office. Matt is responsible for making sure iWealth runs as efficiently and effectively as possible, making sure that our focus continues to always remain on our clients.
Prior to joining iWealth, Matt worked in the claims administration industry in a number of different roles, focused on settlements of class action lawsuits. As Executive Vice President, Matt was responsible for a number of practice areas, including the regulatory practice area where Matt worked closely with the Securities and Exchange Commission on more than 15 settlements with distributions to investors of over $5 billion. As President, Matt was responsible for the overall strategy and management of a company with more than 500 employees.
Matt has lived in Waseca for more than 25 years with his wife and three kids. Matt enjoys family vacations, coaching basketball and golfing, and has been involved in his church in leadership positions and mentoring youth.