As a seasoned 18 year financial professional, I am dedicated to helping individuals, families and small businesses achieve their financial goals.
My first introduction to what I do was while I was in college. Thinking back, offering college students access to large amounts of credit with zero noteworthy income, what could possibly go wrong? As part of a service project, I helped other students like me get out of credit card debt before they graduated. I was able to work with them on setting up a budget and implementing strategies to save.
The second instance for me was during 2008 when I saw individuals whose lives were turned upside down by the financial crisis. I vowed that I would never let myself be in that situation and learned very early on that while enjoying nice things, I was prudent and frugal with how I would spend and save. I try to share my knowledge and experiences to help everyone that I interact with. We never know what will come next.
My approach is centered on understanding each client's unique aspirations, and through a time-tested process, I craft individualized solutions tailored to their specific needs. Whether it's planning for retirement, saving for education, or preparing financially for the future, I am committed to guiding my clients on their unique financial path.
With a passion for providing personalized strategies and a deep understanding of the financial landscape, I take pride in building long-lasting relationships based on trust, transparency and mutual respect. My goal is to help empower my clients to make informed financial decisions with confidence and clarity.
Life is a winding road full of twists and turns, and I am thrilled to be a part of your financial journey. I am here to guide you every step of the way and look forward to helping you create a strategy designed to achieve your lifetime goals.
Outside of building lasting relationships with clients and partnering with them to reach their goals, I can be found hiking and biking around Colorado while spending time with my wife and two boys, coaching, woodworking, cooking and of course, watching my beloved Ohio State Buckeyes.
Matt Kollmorgen | Financial Advisor | Edward Jones
245 Century Circle, Suite 205
Louisville, CO 80027
Office: 303-482-2214
Fax: 888-768-2457
Email: matthew.kollmorgen@edwardjones.com
Web: www.edwardjones.com/matthew-kollmorgen
CA Insurance License: 4046629
CA Agency License: 0C243096
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