Matt Sorenson
Advisor
Individuals and families have diverse advisory needs and no shortage of options. They can rely on Matt to provide thoughtful and comprehensive guidance, drawing from his tax and financial advisory background.
As he’s committed to each client’s financial well-being, Matt enjoys making complex information accessible and understandable.
Matt has 15 years of experience in tax and wealth management. Before joining JMG, he ran his own advisory practice for four years. At JMG, he enjoys the collaborative environment, where advisors and other professionals share their expertise and diverse perspectives.
In his free time, Matt likes to travel and enjoy Chicago’s restaurants.
Joined JMG
2021
Certifications
CPA, CFP®
Degrees
Master of Accounting Science – Northern Illinois University
Bachelor of Business Administration in accounting – University of Iowa