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