Matt joined The Bensman Group in 2016 and brings with him 10+ years of experience in comprehensive financial planning for high net worth individuals and families. In 2018, he was promoted to Director of Asset Management. Matt recognizes that financial success often brings unique challenges and achieving it does not always simplify life. In fact, affluence generally increases the complexity of the decision-making process. The greater one’s wealth, the more time and knowledge must be invested in maintaining its growth, protection and ultimate distribution.
Attorneys, accountants, insurance brokers and financial advisors can offer invaluable advice, but because most offer services independent of one another, it is often up to their clients to sift through the individual recommendations, evaluating each to determine which are the most appropriate. As a member of our Asset Management team, and aCERTIFIED FINANCIAL PLANNER ™, Matt’s commitment to clients is to help them bridge the gaps between their team of advisors, typically spanning multiple disciplines. By developing an integrated financial plan, a client is then able to focus more of their time on their passions and those that matter most in their lives.
Education, Designations, Licenses, and Organizations
In 2009 Matt earned his CFP® designation, which is recognized as the highest standard in personal financial planning through extensive training and experience requirements, along with adherence to rigorous ethical standards.
Matt also holds the following licenses: General Securities Representative (Series 7), Uniform Combined State Law Examination (Series 65), State Insurance License (Life, Health, Variable, Disability and Long Term Care).
Matt lives in Glencoe, Illinois with his wife, Jessica, and their two children. An ex-football player at The University of Missouri, Matt enjoys being involved in various outdoor and competitive activities.