As our Financial Paraplanner, Matthew Tangen plays an integral role in Elevate Financial’s planning process, helping translate strategy into action for each client. He works closely with the advisory team to develop, implement, and monitor financial plans, ensuring recommendations are executed efficiently and aligned with each client’s long-term goals. His attention to detail and proactive approach help drive a seamless experience while strengthening the firm’s client relationships.
With a strong background in customer service, Matt is committed to delivering a high level of responsiveness and care, supporting clients through both the technical and personal aspects of their financial lives.
Originally from Frazee, Minnesota, Matt earned his degree in Finance from the University of Minnesota Duluth in 2018. His Midwestern roots and strong work ethic shape his approach to building lasting relationships and serving clients with integrity. Outside of the office, Matt enjoys hunting, fishing, and cheering on Minnesota sports teams.