Our Team

Scott Pochowski is the founder of Patriot Financial/Tax, LLC. After 17 years in the financial industry working for large firms, Scott felt his clients' best interests weren't always a priority, but rather the growth and expansion of the firm was. With much thought and careful consideration and planning, Scott decided to become an independant advisor and founded Patriot Financial/Tax, LLC in 2010.  

Scott was born and raised in Milwaukee and is the baby of ten children! He served in the US Army and is involved in many veteran organizations and activities. Not only has Scott served our country as a veteran of the Army, but serves the community as a member of the American Legion, American Legion Riders, AMVET Riders, Waterford Chamber of Commerce and Lion's Club.

He has the following security registrations:

  • Series 6   Investment Company Products Representative
  • Series 7   General Securities Representative
  • Series 63 Uniform Security Agent 
  • Series 65 Uniform Investment Advisor

Scott and his wife, Lisa, have 4 children, three of which are in college and the oldest is a recent college graduate. Outside of work and family activities, he enjoys working out, golfing, volunteering at his church and leading a Bible study. He and his wife also enjoy riding their Harleys.

 

Lisa Pochowski is a partner at Patriot Financial/Tax, LLC since her husband founded the company in 2010.  Her number one goal is that the firm maintains a personal level of service and takes pride in ensuring client's needs are met in a timely manner.

Lisa grew up in the Hartland area and obtained a degree in finance from the University of Wisconsin-Whitewater.  

Lisa is also registered with the IRS and assists clients with tax planning. She enjoys keeping up with their 4 adult children, traveling, golfing, and riding Harleys with her husband.  Lisa also enjoys playing tennis and is an avid runner, she is also been know to dabble in the Florida real estate market!

 

Matt Giese and his firm, M Plus, LLC, joined Patriot Financial/Tax LLC in 2017.  

He received his undergraduate degree from UW-Whitewater and his master's degree in business administration (MBA) from Cardinal Stritch University. 

Matt has also obtained the designation of Certified Financial Fiduciary. He has worked in the financial services industry for over 10 years, working in both personal and business banking.  Not only does he have a very active role in the firm, but also assists clients with tax preparation and tax planning.

Matt and his family have lived in the Waterford community since 2011 and he and his wife, Meghan have been very involved in the community since.  Matt and Meghan have two daughters, Madalyn (9) and Maralyn (6), which keep them very busy with a variety of activities!

Matt is active in the Waterford Lions Club and he and his family are very active members of Brooklife Church in Mukwonago. In the Giese family's spare time, they enjoy playing board games (the girls have inherited dad's competitiveness), spending time with family and friends, or traveling to a waterpark (a favorite treat for our girls). When Matt is not with family or at work, you will most likely find him on the golf course or watching whatever sporting event happens to be on that day.  He his a huge fan of Bucks, Badgers, Brewers and Packers. 

He has the following security registrations:

  • Series 7   General Securities Representative
  • Series 66 Uniform Investment Advisor