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 designation of Certified Wealth Strategist® (CWS). 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.
Nikki Nickel
Nikki has worked in the financial services industry for over 7 years, working primarily as a personal banker prior to joining Patriot Financial/Tax LLC in 2024.
Nikki and her family live in the West Bend area. Nikki and her husband have two sons, who keep them very busy with a variety of activities.
Nikki and her family attend Kettlebrook Church in West Bend. In their spare time, the family loves to get outside for walks and explore the local parks and neighborhoods. Whether they are out exploring or cheering on the Green Bay Packers, Nikki is almost always found enjoying life alongside her husband and sons.
• Series 6 Investment Company Products/Variable Contracts Representative
• Series 63 Uniform Securities Agent State Law
• Series 65 Uniform Investment Adviser Law
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.