portrait of Matt Kollmorgen

About Matt

As a seasoned financial professional, I am dedicated to helping individuals, families and small businesses achieve their financial goals.

My first introduction to what I do was while I was in college. Thinking back, offering college students access to large amounts of credit with zero noteworthy income, what could possibly go wrong? As part of a service project, I helped other students like me get out of credit card debt before they graduated. I was able to work with them on setting up a budget and implementing strategies to save.

The second instance for me was during 2008 when I saw...

Focus Areas

  • Business Retirement Plans
  • Insurance & Annuities
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • College Savings
  • Estate & Legacy Strategies

Education

  • Ohio State Univ-ColumbusBachelor of Science

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