portrait of Matt Sharer

About Matt

It is often said, "The best gift we can give ourselves and our loved ones is having our affairs in good order." To that end, my focus is on individuals and couples nearing or in retirement who want to consolidate their accounts with someone they can trust in order to more easily manage, grow, protect and ultimately pass on their financial legacy. My clients don't want to feel stressed and confused by having to make the day-to-day decisions that come with investing and financial management. Instead, they would rather delegate those duties to a professional, so they can spend their...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Estate & Legacy Strategies
  • Agribusiness Professionals

Work History

  • Edward JonesOctober 2011 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Marquette UniversityBachelor of Science

Personal Interests

  • Golfing
  • Camping
  • Canoeing
  • Vintage Cars
  • History and Museums

Team Members

  • Gina Hofmann
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

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