Matthew Smartt CFP®, CCFS®


Matt joined the firm in 2015. He is a wealth advisor and is responsible for assistance with client relationship management, comprehensive financial planning, and investment management. 

Matt graduated from Grand Valley State University with honors, earning a Bachelor’s degree in finance. He has earned the designations of Certified Financial Planner™ and Certified College Funding Specialist™.  Matt specializes in helping families navigate and maximize the late-stage college funding landscape, as well as offers guidance on student loan optimization. He also holds the FINRA Series 7 and 66 licenses in addition to the Michigan Life and Health Insurance License. 

Matt resides in Rockford, Michigan. In his free time, he enjoys playing hockey, fishing, and golfing. Check the background of this investment professional on FINRA's BrokerCheck.