By Matt Samson, CPWA®
ILS Financial has a comprehensive four-step process that focuses on your financial future. We work with you to develop a financial strategy that’s unique to you and stay by your side throughout your financial journey. If you’re looking for a financial advisor who keeps clients at the center of the financial planning process, hear Matt Samson explain the client experience at ILS Financial.
About Matt
Matt Samson is a financial advisor at ILS Financial, a financial services firm based in Omaha, Nebraska, empowering military members and veterans toward financial freedom. In his role, Matt is dedicated to serving clients with tailor-made financial strategies that help them work toward work-optional lifestyles. He values the trust his clients place in him and thrives off helping them live out their dreams and enjoy less stress. He is proud to have the opportunity to be a positive influence on the individual’s life, their family members, and possibly for generations to come.
After a distinguished career spanning over 21 years of active and reserve service as a United States Marine, in 2014, Matt made the transition from military service to financial planning, discovering his true calling as a financial advisor. His passion led him to establish ILS Financial—a place where he could leverage a refined and structured process to design and help clients pursue the lifestyle of their dreams.
Matt holds a Bachelor of Science in Actuarial Science from the University of Nebraska – Lincoln, an MBA from the University of Nebraska – Omaha, and a Certificate in Wealth Management Theory and Practice from the Yale School of Management. He also obtained the Certified Private Wealth Advisor® certification from the Institute of Investments and Wealth. Matt continues to proudly serve our nation as a member of the United States Marine Corps Reserves, where he currently serves as a Space Operations Officer. Outside of the financial world, Matt enjoys spending time with his wife, Laura, and their three sons, Brayden, Connor, and William. A big sports fan, he engages with his local sports community as a coach for high school football, youth football, and travel baseball. To learn more about Matt, connect with him on LinkedIn.
Investment advice offered through ICA Group Wealth Management LLC a registered investment advisor.