Matthew Knapp
Associate Director, Wealth Management
Matt helps provide wealth management services to high-net-worth individuals, including medical professionals, business owners and senior executives.
Matt’s experience of seven years includes tax-efficient solutions, financial planning, and cost-effective investment strategies tailored to each client’s objectives.
Matt serves on the financial planning committee for Choreo’s Great Lakes region and is the financial planning lead in the Madison office.
Professional affiliations and credentials
- Certified Financial Planner™
- Registered Investment Advisor Representative
- Life, Accident and Health, Property and Casualty Insurance licenses
Education
- Bachelor of Business Administration, Finance, University of Wisconsin–Eau Claire
