Matt Foltz CPA, CFP®

Wealth Manager

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 is 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 on a daily basis.

What skills or characteristics make you uniquely qualified for this work?

Having worked in tax for over 3 years, it 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 achieve success.

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.  Also, my wife, Kalyn, inspires me every day by being such a phenomenal Mother to our son, Michael.  Last but not least, my son, Michael, has put new perspective on things for me and he motivates 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 son, Michael, 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 constantly looking for ways to provide value to our clients.

Full Bio

Matt joined BDF in 2015.  Prior to 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 where 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, which is 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, as well as lead many of the firm’s tax-related initiatives.  Matt also writes tax-related articles for the firm’s On The Horizon Blog to provide clients with helpful tips to minimize tax obligations.

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.