Matthew Adrian specializes in establishing and monitoring retirement plans for his clients. Plan types include 401(k) and 403(b), profit sharing and non-qualified deferred compensation. He also works with small businesses on their strategic planning and assists individuals with their individual investment management.
He spent six years with Great West Retirement Services prior to joining the G5 Financial Group. While with Great West, Matt was promoted to the position of account manager and worked with plan assets totaling over $500 million. During this time, he developed expertise in 401(k) plan administration and Department of Labor compliance.
Matthew obtained his bachelor’s degree in business from Drake University. He is involved with several not-for-profit organizations as a board member and volunteer, and enjoys running marathons.
Designations: Registered Representative
Emphasis: Investment planning, retirement plans (ERISA and non-ERISA), and executive deferred compensation and strategic planning for small businesses
Education: BA Degree, Drake University
Years of industry experience: 15