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, and volunteering at his church. He and his wife also enjoy riding their motorcycles.

 

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 (10) and Maralyn (7), 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

 

Meghan Giese joined Patriot Financial/Tax LLC in 2019.  

Meghan is our firm's primary tax preparation service provider. In addition to that, Meghan's role is focused on ensuring a great client experience by assisting Scott and Matt with phone calls, paperwork and the other daily activities of the office. 

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

Meghan enjoys vegetable gardening, reading Nicholas Sparks books and playing with her dogs.