Broker Check

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

Patriot Financial/Tax, LLC. was founded in 2010 by Scott Pochowksi. After 17 years in the financial industry working for large firms, Scott felt his clients' best interests weren't always the priority of those firms. After much thought and careful planning, Scott became an independent adviser and formed Patriot Financial/Tax, LLC. After knowing each other as friends for many years, Scott invited Matt Giese to join Patriot Financial in 2017 and in 2022 turned over all management and operations responsibilities to him. Scott continues his involvement in the business today as a mentor and friend to Matt.

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.

Over the years we have found that a team approach can be effective in helping clients navigate a complex financial world. 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.

Matt Giese

262-332-7303

mgiese@nextfinancial.com

Matt holds the designations of Certified Wealth Strategist (CWS) and Certified Financial Fiduciary (CFF). 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 (13) and Maralyn (10), 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

262-332-7303

mgiese2@nextfinancial.com

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.