An Iowa native and graduate of Iowa State University, Matt’s enjoyed a career in the mortgage industry and financial services since 2005, long enough to understand that the most important component of financial planning is the people doing it. “I treat my clients like family and pride myself in understanding that everyone’s life and economic situation is unique.” Whether your nest egg came from years of hard work or unexpected inheritance, whether it’s more than you ever thought possible or you’re concerned it won’t be enough, he can help you translate what you have into what it can become.

Andrea has worked in financial services and insurance since 2004. Holding Life, Health, and Annuity insurance licenses, she has a particular understanding and expertise in pre-retirement planning. Her ability to navigate Medicare and Long Term Plans pairs perfectly with TRJ Financial’s other financial services to give clients a complete package. In addition, because she takes the extra time to keep clients informed about their holdings as well as changes in the market, the TRJ Financial family stays both educated and aware.