Matt Boehnke, CFP®
Matt supports our clients, and their advisors, by providing comprehensive financial planning solutions. This includes drafting and updating written financial plans, analyzing unique situations such as income planning, investments, corporate benefits, estate planning, insurance needs and keeping current with changes in tax or estate law that may impact our clients. Matt enjoys working with clients to ensure they are on track to meet their financial and personal goals by working on the implementation of financial plans with our clients.
As Director of Financial Planning, he is responsible for overseeing the daily activities of the financial planning services of the firm and serves as an intermediary between the Financial Planning Team, the Advisors, and Management Team, as well as contributes to and establishes department processes, procedures, and protocols.
Matt earned a Bachelor’s degree from the University of Iowa and began his career in the financial services industry in 2002 with a global financial services company as a registered representative.
Outside of work, Matt enjoys time with his children, Eric, and Emily. He is an active member in his church and enjoys traveling with family, golfing, and supporting the Iowa Hawkeyes.
*Part of Vision Network.