Matt Camrud, CFP^®

How do I help our clients live a richer life?
As a Certified Financial Planner™ with over 20 years of experience working with high net worth individuals, I derive great satisfaction from the peace of mind that a trusted advisory relationship can bring to our clients. Whether assisting a surviving spouse after the loss of a loved one, providing guidance on the ability to retire, or designing a charitable giving plan that leaves a lasting legacy, I am incredibly fortunate to have a seat at the table when clients are making important life decisions. I also serve on our firm’s investment committee.

I hail from the great state of Minnesota and earned a B.A. in economics from St. Olaf College (Northfield, MN). I went on to earn a Certificate in Financial Planning from Minnesota State University and become a Certified Financial Planner™ in 2004.

How do I align my time and money with my values and passions to Live a Richer Life?
I am living my richest life when my relationships are strong (with family, friends, and colleagues), I’m traveling to destinations both far and near with loved ones, I’m listening to or creating music, I’m taking care of my mind and body with meditation and exercise, and I’m doing something positive to make the world a better place.