Matthew G. Presjak
Matt believes that “in today’s fast paced world you cannot totally avoid risk…but you can manage it.” With over 25 years of industry experience, he has developed his career on advising high net worth clients through the accumulation, management and distribution of their wealth. Clients rely on Matt’s guidance for financial and estate planning as well as his investment management experience. He enjoys creating close relationships built on communication, mutual understanding and most importantly, trust.
Matt was born and raised in Warren, Ohio. He moved out west to attend the University of Oregon where he earned a Bachelor of Science degree in Finance. Matt’s background as a boxer, runner, and football player taught him the importance of resilience and poise – of always keeping your head up, but protected. He and his wife Cathi have a son and enjoy almost all outside activities from camping, hiking, tennis and golf to just walking the family dog.
7 – General Securities License
63 – Uniform Securities Agent State Law Exam
65 – Uniform Investment Advisor Law Exam