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Matt Scherer

Matt Scherer

Financial Advisor

I have been working in the financial services industry for 10 years and for the past two and a half years continued to build our practice in Davis County Iowa. As a financial planner, I provide advice and education on budgeting, saving, investing, insurance, taxes, retirement and estate planning.  I focus on tax planning and strategies to help our clients save money by finding deductions, credits and creating financial plans to alleviate some tax burdens. By utilizing tax advantaged investment options, we are able to save real dollars and continue to build wealth.

Addressing risk management is another important piece of my practice. I help my clients protect their finances from life events such as disability, long term care and death through a wide variety of insurance products. Each individualized to our clients needs. 

In my time away from the office, I enjoy spending time with my wife Katie and two children, Lilly age 9 and Charlie age 5. We can be found exploring various places throughout Nebraska or visiting family in New York. Outside of family time, I enjoy coaching baseball and softball in the Omaha area or slicing balls around our many local golf courses.