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Matt Frederick

Wealth Advisor & Retirement Strategy Specialist

For more than 33 years, Matt has been providing comprehensive financial planning strategies to individuals, small to mid-sized businesses and even training other financial advisors. His areas of expertise are wide-ranging with a particular focus on maximizing retirement income solutions.

Matt holds a degree in Economics from Southern Methodist University and the professional certification, Chartered Retirement Planning Counselor™ (CRPC®). The latter was achieved through a combination of meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning.

A collegiate student-athlete, Matt played for the SMU Mustang soccer team. He was also named to the U.S. Men’s National Team Pool and served as a coach in the Olympic Development Program. Soccer remains an important part of his life both as a player and coach.

Matt and his wife, Lisa, live in Glenview, Illinois and their two adult children also live and work in the Chicagoland area.

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