Matthew Jablonski, CFP®, CIMA® Matthew Jablonski

Director of Investments

matthew.jablonski@nm.com

414-203-6016

Matt is responsible for guiding clients through our financial planning process, conducting review meetings, and managing client relationships. Matt specializes in investment management, capital markets, and is a member of our investment committee which focuses on portfolio construction and positioning.

Prior to joining Prescient Financial Solutions in 2009, Matt began his career in various investment management roles working for U.S. Bank, followed by Russell Investments. Matt resides in the New Berlin with his wife Jenny-Rae and two sons Mason & Tyler. In his free time, he enjoys being with his family, watching sports, fishing, playing golf, and pheasant hunting.

  • Certified Financial Planner Designation (CFP®)
  • Certified Investment Management Analyst Designation (CIMA®) through the Wharton School of Finance
  • University of Wisconsin-Milwaukee: Bachelor of Business Administration with an emphasis in Finance
  • Series 7 and 66 Licenses / Wisconsin Life, Disability, & Long-Term Care Licenses

Jerry David, MBA, CLU®, CFP®, AEP®, CPWA®
Wealth Management Advisor


Prescient Financial Solutions

 

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