Matt Kocanda, CFP®

Partner, Wealth Advisor & Business Development Director

Matt Kocanda has a desire to learn constantly. He continually applies what he learns about the investment and planning industry to help fulfill his clients’ needs. Matt spends most of his time working with individuals in the finance industry, including private equity professionals, investment bankers, and asset managers. He enjoys helping his clients stay focused when life gets noisy by serving as their personal CFO. That’s how he ensures the entire families’ financial goals become a reality. He specifically advises creating a plan that considers cash flow, tax issues, risk management, and estate planning alongside a properly diversified investment allocation. The end goal is always to preserve and maximize assets and investments over the long term.

Matt serves as a member of the Executive Team. In this capacity, he helps drive the strategic vision for helping more people and growing the firm. He is enthusiastic about creating a great client experience that allows our clients live their fullest lives.

Before joining the team, he spent six years within Goldman Sachs’ Private Wealth Management Division. Matt earned his undergraduate degree in Finance from Indiana University’s Kelley School of Business. Matt is a CERTIFIED FINANCIAL PLANNER™ professional.

When Matt is not working, you can find him chasing around his kids Evelyn, Henry, and Leo with his wife, Kathryn. He enjoys DIY projects in Arlington Heights and spending time outside at his home.


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