Broker Check

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Scott Pochowski


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 independent 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


Matt Giese 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 holds the designations of Certified Wealth Strategist (CWS) and Certified Financial Fiduciary (CFF). He has worked in the financial services industry for over 10 years, working in both personal and business banking. 

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 and his family are very active members of Brooklife Church in Mukwonago. Matt is also a member of the Waterford Lions Club and is very involved in youth sports coaching. 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


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.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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