Matthew Ferris

My passion lies in helping individuals and families pursue their life goals through comprehensive planning. My holistic approach to investment planning allows me to create tailored plans for each client depending on investment objectives, time horizon, and risk tolerance. As a Financial Advisor, I help clients navigate through financial challenges by developing strategies that focus on the client?s ultimate goals. Utilizing the eMoney planning process, I produce detailed and customizable retirement plans for individuals and families. My mission is to provide every client with targeted financial advice and investment management strategies - delivered with the highest level of personal service and professional integrity. I am a graduate of the University of Wisconsin-Madison, receiving my Bachelors of Business Administration from the Wisconsin School of Business. I achieved ?Distinction? honors as the top 10% in my class, double majoring in Finance & Investments and Risk Management & Insurance. While at Madison, I competed on the Wisconsin Badgers Men?s Basketball team for four years and was named to the Academic All-Big Ten Team each year eligible. Outside of working I love being a husband to Meghan and dad to two young children.