Broker Check
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