Matt Puetz, CLU

Matt is a 25 year veteran of the financial industry.  He cut his teeth in New York City in 1986 and came home to Bismarck, ND in 1988 to begin his advisor career.  Matt joined DWM in May of 2011.  He works with individuals, small businesses and their owners with a focus on income planning at retirement, comprehensive financial planning and investment advisory services.

Professional Designation:  CLU - Chartered Life Underwriter - An advanced designation offered through the American College that concentrates on insurance analysis and estate planning.

Matt has also successfully completed the Wharton Retirement Planning Program at the Wharton School of Business.