Matt Wells
After graduating from the University of Nebraska–Lincoln with a Bachelor of Science in finance, Matt worked with both the Department of Treasury and the Federal Reserve Bank of Kansas City. Through his work with the agencies, Matt reviewed and evaluated banks and their loans to individuals and businesses. This exposure gave him extensive knowledge of personal finance, tax planning*, and the complexities of business ownership. Matt uses this experience and the teamwork approach at Renaissance Financial to empower business owners and their key employees and to creatively prepare for high net worth professionals. Matt also specializes in strategizing with families, particularly those with special needs children or relatives, as well as charitable giving from both the donor’s and organizations’ perspectives.
Renaissance Financial named Matt as Rookie of the Year** in 2017, an award given to the advisor with the most production during their first calendar year. He was also named Renaissance Diamond New and Developing Advisor** in 2018 and 2020 and Silver New and Developing Advisor* in 2019. Matt was awarded the Excellence in Performance Award* by Securian Financial Services in 2018 and 2019. Matt holds his FINRA Series 7 and 66 registrations as well as his Life, Accident, and Health Agent license.
It is easy to see Matt’s intensity and passion while spending time with him. He attributes this to his family’s values of making this world better and enjoying each moment while he is here. Matt and his wife, Amanda, realize these values through community involvement, hiking and camping with their two German Shepherd dogs, biking, and enjoying music. Matt is currently the president of the Phoenix Symphony Young Professionals and a Legacy League member of the Phoenix Symphony. He is also a member of the Biltmore Area Partnership of Phoenix. Matt is involved with the Ronald McDonald House Charities of Central and Northern Arizona as a volunteer and member of the Red Shoe Society. He also volunteers with Ducks Unlimited, the Boy Scouts of America Grand Canyon Council, and Saving Paws Rescue Arizona.
Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc.
*Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
**Renaissance Financial grants New and Developing Advisor of the Year awards annually based on production of their first four years an advisor is with the firm.
Other Awards and club membership are granted annually based primarily on commissions, premiums, or fees generated from investment and insurance products of the previous year, and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.
***Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.
