Matt Foltz CPA, CFP®, CEPA
What inspired you to choose wealth management as a career?
No two financial situations are the same, so working through all options for each client to help them make the best financial decisions possible for them and their loved ones is extremely rewarding. Also, the client interaction is what wealth management and financial planning are all about. When you have the opportunity to meet the individuals you are serving and speak with them about their lives, it puts a different meaning behind the work you are doing daily.
What skills or characteristics make you uniquely qualified for this work?
Working in tax for over three years changes the way I view and think about many financial situations. Also, playing baseball in college taught me the importance of working together with a team to succeed.
Who are your role models?
My parents. They are two of the most selfless, hard-working people I know and taught me the importance of a solid work ethic, respect, and, most of all, family. My wife, Kalyn, inspires me every day by being such a phenomenal mother to our two sons, Michael and Nathan. Finally, my sons have put a new perspective on things for me, and they motivate me to work hard to be the best version of myself that I can be.
Where can we find you when you’re not working?
Spending time with my wife, Kalyn, and sons, Michael and Nathan, as well as the rest of my family. Also, I really enjoy watching sports. I love all of them, especially baseball, and had no choice but to grow up a die-hard Chicago Cubs fan.
What’s the most influential book you’ve read and why?
Go-Giver. Focus on giving in your life, and the results will be rewarding. This applies directly to wealth management and financial planning, as we are continually looking for ways to provide value to our clients.
Matt joined BDF in 2015. Before coming to BDF, Matt earned his undergraduate degree in Accounting at Saint Joseph’s College in Rensselaer, Indiana, where he also played baseball for four years. His work there provided him the opportunity to obtain his Masters of Science in Accountancy from the University of Notre Dame. After graduating, he spent over three years in the tax department at Plante Moran. His work in tax compliance and planning for both businesses and individuals equipped him with a solid foundation as he transitioned to BDF.
In addition to serving clients as a member of the firm’s Wealth Management Committee, Matt sits on the firm’s Financial Planning Committee responsible for educating the BDF team on financial planning topics and improving the team’s planning offering to clients. Matt’s tax background enables him to bring a different perspective to many planning situations and lead many of the firm’s tax-related initiatives. Matt is frequently featured as a panelist for client events and writes tax-related articles for the firm’s On The Horizon Blog to provide clients with helpful tips to minimize tax obligations. He has also been featured in the Wall Street Journal and on WGN Radio to discuss tax planning and filing tips.
With his Certified Exit Planning Advisor (CEPA) designation, Matt has an in-depth knowledge in this area to help business owners think about critical issues related to their business, its eventual transition, and how the business affects their family’s overall financial plan.
Outside of work, Matt enjoys spending time with friends and family and watching sports, especially the Chicago Cubs and Chicago Bears.
Matt is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional.