Find an Expert

Find an Expert

Find an Expert

Find an Expert

John Matthews is a Financial Advisor who has been providing investment services to his clients for more than 20 years. John joined the firm in 2020 and works with both private clients and institutions to create an investment plan tailored to each client’s unique needs.

With his deep experience, and commitment to service, John develops a client profile, works to construct a long-term strategy, and implements a plan to help his clients meet their financial objectives. Before joining the firm, John spent three years serving a wide variety of clients at PNC Investments in the Milwaukee office.

John graduated from the University of Wisconsin-Milwaukee with a degree in Finance and holds FINRA Series 7 and 66 Licenses, in addition to his Wisconsin Life, Accident, Health, Variable and Long-Term Care Insurance Producer Licenses. John also holds status as a CERTIFIED FINANCIAL PLANNER™ practitioner. John lives in Brookfield, Wisconsin with his wife and two children.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.

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Call us at 262-901-2965 or:

Serving Clients At:

Town Bank - Elm Grove

13150 Watertown Plank Rd.

Elm Grove, WI 53122

John Matthews, CFP® also serves clients by appointment at the following locations: