portrait of Matt Moses

About Matt

Growing up in Fond du Lac, I started working for the family business at a very young age. I watched my grandparents and parents give their all day in and day out working weekends, mornings, nights and holidays. Looking back, this hardworking mentality and entrepreneurial mindset gave me the drive to become a financial advisor.

I chose Edward Jones because it is a partnership, so we do not have to answer to shareholders. This way, I am able to focus on doing what is best for you and your family, while always acting in your best interest.

When I think of my...

Focus Areas

  • Wealth Strategies
  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies

Work History

  • Edward JonesApril 2019 to Current

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of WI,Stevens PointBachelor of Science

Personal Interests

  • Community Outreach
  • Movies & Entertainment
  • Spending Time with Family
  • Personal Fitness
  • Traveling

Team Members

  • Ellen Rodenkirch
    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

Additional Hours

  • Evenings
  • Web Conferencing

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