Matt loves being a resource to whomever he can impact in a positive way. He and his team at kf. Wealth Management proudly support the Janesville Boys and Girls Club and the National Alliance on Mental Illness (NAMI). Matt served as past Board President for the Boys and Girls Club of Janesville and is current Board President of NAMI Rock County.
Outside of his professional life, Matt enjoys spending time with his family - his wife, Carrie, and their three children, Riese, Addison and Gibsen. He keeps busy with supporting his daughters in their high school and college extracurricular activities. A big sports fan, Matt loves watching sports and volunteering at sporting events. In the rest of his spare time, he enjoys going to concerts, traveling, biking, working out and participating in anything active. Matt currently resides in Janesville, Wisconsin.
Matt knows that it takes hard work to achieve your dreams. While obtaining his associate degree in Business Management from Madison College, he knew that someday he wanted to be able to inspire people to achieve their dreams through hard work and perseverance. He is proud to say that after 17 years in the business, his dream of helping his clients and financial representatives achieve their dreams has become a reality.
Matt values knowledge and higher education. In 2013 he obtained his Chartered Life Underwriter or CLU® designation through the American College. Matt takes personal satisfaction in being able to make an impact with his clients.
David began his career with Northwestern Mutual in 2015 as a college intern. He studied at the University of Wisconsin-Whitewater and graduated with his Bachelor’s Degree in Finance. Upon graduating in 2017, David transitioned to a full-time financial advisor.
David currently resides in the County of Kenosha, Wisconsin which is where he also helped open a branch office for the company. On top of being a full-time advisor, David is a director with the company, and often participates in company/industry speaking engagements on financial planning topics. He is passionate about helping his clients reach their financial goals.
David enjoys giving back to the community and charities, especially those in which his clients support. David is an avid Wisconsin sports fan. He enjoys traveling, golfing, and summers on the boat in Lake Geneva.
Andrew is our Associate Wealth Management Advisor. He works closely with current and prospective clients helping them envision and create their financial future. His role includes facilitating meetings, collecting data, and collaborating with the team to create a unique, personalized financial plan for each individual or family.
Andrew is a Certified Financial Planner™ professional and completed additional coursework through the American College of Financial Services to be a Retirement Income Certified Professional. He received a Business Finance degree from the University of Wisconsin Whitewater School of Business. While in school, he was also a part of the University of Wisconsin Whitewater 3-time National Championship football team. He has been with our team since October of 2014.
Andrew is originally from Evansville, WI and currently resides in Janesville, WI.
In his spare time, he enjoys being active, playing sports, and of course, being with family and friends.
Matt is our Chief Operating Officer. His key responsibilities include office management, internal workflow team management, and oversight of the client experience. Matt has been with Northwestern Mutual since 2015. He has a Bachelor's degree in Business Management.
Matt is originally from Whitewater, WI and currently resides in Milton, WI with his wife and 2 kids. Matt enjoys golfing, family bike rides, and the occasional poker game.
Rachael is an Associate Financial Advisor and works as our Manager of Financial Planning. Her responsibilities include the development and implementation of client financial plans, including the ongoing administration of planning needs. She received her bachelor's degree in Business and Human Resource Management from Herzing University in 2009. She began her career with Northwestern Mutual in December of 2010. She has since completed her Chartered Life Underwriter® and Chartered Financial Consultant® designations.
Rachael resides in Milton, WI with her husband, two children, and dog, Lucy. She enjoys spending time with family and friends, traveling, and hiking/backpacking with her family.
Rob is our Insurance Operations Associate. His key responsibilities include assisting with client servicing needs and being the connection with our insurance clients and the underwriting process. Rob has over 17 years of sales, customer service, and management experience. He has been with the team since 2021.
Rob is originally from Cambridge, WI. He currently resides in Sun Prairie, WI. Rob received his Bachelor's degree in Business Management from the University of Wisconsin Whitewater, in 2005.
In Rob's free time, he enjoys boating, golfing, attending his niece's sporting events, and spending time with family and friends.
Sophia is our Investment Operation Manager. Her main responsibilities include guiding clients through the investment onboarding process, along with servicing requests on existing client accounts. Sophia also handles creation of investment proposals for new and existing clients.
She received a Business Finance degree in 2019, as well as a Master of Business Administration in 2020 from the University of Wisconsin-Whitewater College of Business and Economics. She started with Northwestern Mutual in 2018 as a college intern and switched to an associate role soon after. Sophia joined kf. Wealth Management as our Investment Operations Manager in February 2022.
Sophia is originally from Janesville, WI but spent most of her upbringing in Milton, WI. She currently resides in Janesville, WI with her fiancé and two cats.
Outside of work, she enjoys spending time with family & friends, traveling & trying new things when time permits.
Kevin is our Insurance Operations Associate. His main responsibilities include gathering accurate client information while preparing Life Insurance applications. Kevin also guides our clients through the entire application process and submits all Life Insurance applications to the Underwriting department. Kevin has over 6 years of previous customer service and management experience. He has worked with David Finnemore’s team since February 2021.
In Kevin’s free time, he enjoys golfing, hanging out with friends & family, and fishing up north.