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Matthew L. Malvitz

Matthew L. Malvitz

Financial Advisor

Matthew became an advisor to help people achieve financial security and freedom and has been in the industry for nearly a decade. He attended Trinity International University and the University of Minnesota and has earned the Series 6, 7, 63 and 66 licenses held with LPL Financial.

Matthew grew up in Elkhorn, Wisconsin. He and his wife, Jamie, have two children, Jackson and Maddie, and one goldendoodle, Henry.

He enjoys spending time with family and friends, hunting, golfing and doing yard work. He happily supports St. Jude and volunteers by coaching youth tackle football.

Matthew’s favorite part of working with clients is creating lasting friendships and relationships with them. His go-to financial advice is to save with a purpose.

How can I help you?
Retirement Planning
Estate Transfer
401k & IRA Rollovers
Trust Administration
Investment Management

Let’s start the conversation.