Matthew Koll is a Wealth Advisor specializing in tax strategy, investment management, estate planning, and asset protection. With extensive experience and a client-first philosophy, Matt helps individuals and families prepare for the future with clarity and confidence. His straightforward and values-based approach helps simplify complex financial decisions while building long-term relationships based on trust and transparency.
Before joining the firm, Matt served as a trust and wealth advisor at a regional bank, where he developed a deep understanding of fiduciary management and comprehensive financial planning. His dedication to helping others stems from a lifelong commitment to service—after two decades in the U.S. Navy, Matt transitioned from serving his country to serving his clients and community. He currently serves as President of the St. Vincent de Paul School Board, sits on the board of directors for Big Brothers Big Sisters, and is an active member of the Mercy Foundation’s Planned Giving Committee.
Matt graduated cum laude with a bachelor’s degree in business management and completed his financial planner curriculum at Northwestern University. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Trust and Fiduciary Advisor (CTFA).
Matt and his wife, Laura, live busy, active lives raising their four children. When time allows, he enjoys staying active and being involved in his local community.