Matt Boehnke, CFP
Director of Financial Planning
Matt works on the development, analysis and implementation of financial plans with our clients along with the advisors and clients affiliated with Vision. He also serves as a registered principal supervising those representatives affiliated with the broker/dealer. Matt began his career in the financial services industry in 2002 with a global financial services company and broker-dealer as a registered representative. In 2003, he joined Voya Financial Advisors (then ING), a registered broker/dealer and investment advisory firm, as a regional sales manager where his primary responsibilities included the promotion of financial planning and support of our technology platforms Smartworks and MoneyGuidePro. Matt also holds the highly regarded industry designation of Certified Financial Planner™.
*Part of Vision Network