Our Team

Matt is an experienced financial planner with over 20 years of combined expertise in retirement planning, investment planning & insurance planning.  Matt’s passion for helping individuals and families achieve their financial goals has made him a trusted advisor with his clients over the years.
 
As a retirement planner, Matt is committed to helping his clients prepare for retirement. He understands the unique challenges faced by those who are approaching retirement age and collaborates closely with each client to create a customized plan that meets their individual needs.  This includes developing a customized investment plan that considers their risk tolerance, financial goals, and overall financial situation.  
 
Matt currently lives in Traverse City, MI with his two boys.  Drew is pursuing a business degree at the University of South Carolina and Zach is currently an 8th grader.  Matt loves spending time with friends and family and enjoys being active outdoors.

Prior to joining the team, Heidi worked for Spectrum Health Cardiovascular Medicine, in Grand Rapids, Michigan for over 25 years, performing multiple different roles. The career change has presented both new and exciting challenges for her, while still allowing her the opportunity to continue to assist and work closely with people. 

She is a Michigan native and has a daughter, two granddaughters and a Chow named Audi. Working remotely gives her the flexibility to help with aging family members, take daily walks with the dog and navigate between work and her personal life. 

When not working, Heidi enjoys spending time with her family and friends, reading, hiking, kayaking, and enjoying the outdoors.