Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Executive Compensation and Benefit Strategies
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Insurance
  • Employee Stock Options
  • Family Finances
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Saving for Education

Awards & recognition

  • OwnPath Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Community participation

  • Greg is a volunteer coach for basketball, baseball and football at Roger's High School.
  • Keith coaches youth football, basketball and baseball for the city of Big Lake.
  • Matt has volunteered for the Special Olympics, Animal Humane Society and educational seminars for "A Day In the Life of an Advisor" for the Ameriprise Corporate Office.

Our photos

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