Advisor profile


My approach

Matthew Tomich - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Matthew Tomich - My approach photo

Areas of focus

  • Small Business
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Investment Management
  • Charitable Giving
  • Insurance
  • Estate Planning Strategies
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Illinois State University 1990-1994, BA Political Science

Interests

  • Family
  • Running
  • Scuba Diving
  • Jiu Jitsu

Community participation

Ameriprise proudly supports Wounded Warrior Project and Warriors to Work .

Awards & recognition

  • Five Star Wealth Manager, 2012-2020

Previous experience

  • Vice President - Raymond James, 2005-2011
  • Financial Advisor- Gruntal & Co., 2000-2005
  • Financial Advisor- OLDE Discount Brokerage, 1995-2000