Matt joined UPSTREAM Investment Partners in August 2018. He grew up in East Lansing, MI and after attending Michigan State University he moved to Chicago, IL for two years where he began is career in finance. For six years Matt worked as a relationship banker, business banker, and branch manager at JPMorgan Chase in the Northshore of Chicago and also back home at numerous locations in Michigan. Prior to joining UPSTREAM, Matt was a financial advisor at Merrill Lynch in East Lansing, MI. Throughout his career, Matt is most proud of his ability to build lasting relationships with his clients and for the success of his teams that he has had the opportunity to lead.
Matt currently holds the Series 7 and 66 designations through LPL Financial. He also is licensed and qualified in Accident and Health, Life Insurance, and Variable Annuities through the State of Michigan.
Matt and his wife Jennifer live in Lansing with their two dogs Silvey and Boomer. When not at the office, Matt spends his time watching Michigan State sports, reading, and being outside.