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 Insurance License. John lives in Brookfield, Wisconsin with his wife and two children.
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