Matt Halwachs CFP®

Financial Consultant
Matt is a CERTIFIED FINANCIAL PLANNER with over 15 years of experience in the financial services industry.  Having joined Schiller, Spence & Associates in October 2022, he brings a wealth of experience in comprehensive financial planning.  His passion lies in delivering holistic financial planning solutions that align with our clients’ unique goals, ensuring both long-term stability and growth.  With a strong background in investment strategies, retirement planning and tax efficient wealth management, Matt is dedicated to helping individuals and families navigate complex financial decisions with clarity and confidence.
 
Outside of his professional life, Matt is a happily married to his wife Chelsey and a proud father to three energetic boys.  He values quality time with his family and enjoys travelling, playing sports and relaxing at the family acreage.  His commitment to balance in both his personal and professional life is central to his approach to financial planning.