Financial Planning Webinar

Financial Planning Webinar
Date Monday, June 29, 2020
Noon - 1 p.m.
SponsorsOffice of Alumni and Family Relations

Event Description

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Click here to register for this webinar.

About our Panelists:

Matt Mattheisen ‘95

  • 20 years in the financial services industry
  • Managed $1 billion in assets at Fidelity and $250 million in assets at Schwab
  • Currently an Independent Financial Advisor with Focus Financial
  • Author of two books (one of which is on personal finance)

Crosby Steen ‘19

  • Major: Business Analytics and Marketing
  • Employer: Baker Tilly
  • Position: Enterprise Transformation and Digital Solutions Consultant


Contact the Office of Alumni and Family Relations at or 651.638.6462.