Meet Alex Matz – Strategic Thinker. Community Educator. Nature Enthusiast.
Alex Matz brings a dynamic blend of analytical expertise and client-focused care to Lifetime Financial. Since joining the team in 2020, Alex has helped clients navigate complex financial landscapes with clarity and confidence, specializing in tax strategies, retirement planning, and risk analysis.
A proud graduate of the University of Wisconsin– La Crosse with degrees in Finance and Statistics, and an MBA from UW–Parkside, Alex is committed to lifelong learning and applying that knowledge to real-world financial solutions.
Beyond the office, Alex is passionate about financial literacy. Alongside colleague Kathleen, he regularly presents to college and high school students, empowering the next generation with the tools to make informed financial decisions.
When he's not working with clients or mentoring students, Alex enjoys playing guitar, tackling woodworking projects, and exploring the natural beauty of state and national parks. He calls Galesville home, where he finds joy in hiking the bluffs, kayaking, and supporting local businesses.
Alex’s thoughtful approach and dedication to excellence make him a trusted partner in helping clients build lasting financial legacies.
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Life Time Financial Services is not owned or operated by Equitable Advisors, LLC or its affiliates.