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. As a Certified Wealth Strategist®, Matt is able to help clients create a comprehensive wealth strategy geared to their individual goals and needs. He is proud to have developed a reputation for educating clients in an easy-to-understand manner so they can better understand personal finance and pursue their financial objectives.
Matt Giese
Matt holds the designations of Certified Wealth Strategist® (CWS) and Certified Financial Fiduciary®. He has worked in the financial services industry for over 15 years, working in both personal and business banking before joining Patriot Financial.
Matt and his family have lived in the Waterford community since 2011. He and his wife, Meghan have been very involved in the community since. Matt and Meghan have two daughters, Madalyn and Maralyn, which keep them very busy with a variety of activities!
Matt and his family are very active members of Brooklife Church in Mukwonago. Matt currently serves on the Elder Board and volunteers at Sunday services and other church activities. Matt is very involved in youth sports coaching and is also a member of the Waterford Lions Club. 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 is 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 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
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.