Matt Rolfes

Matt has spent his entire career in the financial services industry. He started in 1997 at Olde Discount Stockbrokers (which was later acquired through H&R Block) where he spent four years focusing on stock and options trading. After deciding that he wanted to help investors plan for long-term needs, Matt moved his practice to Edward Jones and spent the next five years helping families with everything from estate planning to college savings.

In 2006, he found that investors were asking for more choices and he wanted the ability to offer a wider range of products to fit their needs. He made a final move to LPL Financial where he has remained since and enjoys the freedom and independence that it allows him when building custom portfolios for his clients.

Matt recently moved his practice from Dexter, MI to Reno where he has joined the Legacy Wealth Planning team. Matt could not be more honored to work with these knowledgeable and reputable LPL Financial advisors. A question that Matt is asked most often is why did he move to Reno? Matt and his wife, Janet believe that this area is one of the most beautiful and scenic areas of the country and they enjoy all the activities it has to offer. Not to mention, the winters are milder than those of his native State!

Matt has served as President and Board Member of the Dexter Lions Club, Think Dexter First (a group dedicated to supporting local businesses), and Board Member for the Dexter Chamber of Commerce. He looks forward to joining similar service organizations in Reno.

Matt obtained a Bachelor of Science in Finance from Central Michigan University in Mt. Pleasant Michigan in 1997. He currently holds his Series 7, 63 & 24 with LPL Financial as well as life and health insurance licenses. Matt and Janet enjoy golfing, biking, and traveling – one of their life goals is to visit all of the National Parks!