Matthew Suarez, ChFC®
Associate Partner
Client account access
Matthew Suarez, ChFC®
Associate Partner
Comprehensive financial planning. Customized wealth solutions.
Matt’s mission is to provide authentic guidance and real conversations to help clients and their families move forward with clarity and confidence.
About
Matt became a financial advisor to connect with people’s stories—what they are passionate about, what their fears and concerns are, and how they prioritize their time and energy. As an advisor, he helps his clients sort through these feelings and habits to develop strategies for organizing their lives around their most important goals.
Matt is a graduate of the University of Notre Dame with a Bachelor of Arts dual degree in political science and Arabic, with a minor in medieval studies. He is currently involved with the Notre Dame Alumni Club of Madison.
Additionally, Matt and his wife, Jen, are supporters of Big Brothers Big Sisters of Dane County, Ronald McDonald House Charities, and their church, St. Albert the Great in Sun Prairie. He is a former Big Brother, a former youth basketball coach for Madison Schools & Community Recreation, and he and his wife are former foster parents for Dane County Human Services.
He currently lives in DeForest, WI, with his wife and their three children. He is an avid Cleveland Guardians fan and enjoys reading, hiking with his dogs, and finding new hobbies to explore with his kids.
What to expect from Matt
A teacher
“The part of my job I enjoy the most is playing the role of a teacher. My clients will be able to make sound financial decisions if they fully understand topics like tax implications, risk/reward trade-off, liquidity issues, and financial product nuances. The majority of the time that I spend with clients is ensuring that they have the financial knowledge to make informed decisions. I enjoy being a resource when clients are searching for information or just need a sounding board.”
Quantifying your goals
“In addition to identifying your financial objectives, we must also quantify them. I use a written comprehensive financial strategy and analysis to make sure that clients understand how much they need to save to help them actively pursue their retirement, college funding, and other important financial goals. Everyone wants to ‘retire comfortably someday.’ Let’s quantify, ‘What is comfortable?’ and ‘When is someday?’ to bring you one step closer to making it happen.”
Holding you accountable
“Identifying financial goals is important, but it will not matter unless you make sure the strategy is executed. Through regular reviews you should expect me to hold you accountable on following through with the decisions and savings necessary to help you work towards achieving your goals. In addition, you should expect that I help you make adjustments to the strategy as goals and/or financial conditions change. The end result will hopefully be a transformation where you replace your financial insecurities and stress with financial confidence.”
Advisor team
Matt is joined by fellow Madison-based financial advisor Brian Hensen, CFP®, ChFC®, in a multi-generational financial planning practice. Together, they offer tailored financial planning solutions to a wide variety of clients across the nation, and their work is driven by a shared commitment to excellent service.
Brian H. Hensen, CFP®, ChFC®
Senior Partner
Support team
Kerri Bonnell
Client Relations/Insurance Coordinator
North Star resource team
Chase Brakke, DIA, DIF, CEPA®
Senior Vice President
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Vice President Life and Long-Term Care
Jeff Landt, CFA, CFP®
Senior Vice President and Chief Investment Officer
Registered representative of Cetera Wealth Services, LLC. Securities offered through Cetera Wealth Services LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #0M78397.