Matthew R. Simon, AIF®
Private Wealth Manager
Matt Simon is a Private Wealth Manager committed to a comprehensive approach in working with his clients. Matt started his career in financial services in 2001 with H&R Block Financial Advisors in Okemos, MI. In just two years he was charged with helping H&R Block Financial Advisors expand by opening a new office in Traverse City. In this new role, Matt worked with H&R Block tax advisors giving him a unique insight in how taxes can impact investments. This helped him develop efficient strategies for growing and distributing wealth. In 2009, H&R Block Financial Advisors was acquired by Ameriprise Financial. He continued to serve clients for 3 years with Ameriprise before making a decision to become an independent advisor with Upstream Investment Partners.
Matt believes strongly in education and professional development. He holds series 6, 7, 63 and 65 licenses as well as the Michigan life and health insurance licenses. He is also currently taking college courses through The American College to attain the CERTIFIED FINANCIAL PLANNERTM designation.
A lifelong resident of Michigan, Matt moved to the Traverse City area in 2003 with his wife Cristina. Since then they have been blessed with four children – Nicholas, Samantha, Anya and Audrey. They enjoy the outdoors and take full advantage of everything Northern Michigan has to offer. He gives back to his community by serving on his local church board and school board.