Matt and Bart bring decades of experience across different industry sectors. However, they were brought together with the same goal: to provide tax-focused financial planning. Bart and Matt first met through the Alliance of Comprehensive Planners. Both are Enrolled Agents and carry the Certified Financial Planner® designation.
Matt is the owner and co-founder of Lincoln Tax Professionals, a small firm with eight
employees. As an Enrolled Agent & business owner of a successful tax practice for over 10 years, he has spoken at numerous Tax conferences over the years and has been quoted in the Washington Post. Matt’s expertise is highly sought after by many professionals within the
financial industry. He takes pride in supporting his local community.
While working as a teacher, Matt developed a passion for education, helping people understand complex processes in simple ways. This passion has carried over to how he views his profession as an Enrolled Agent and a Certified Financial Planner. He considers it his responsibility to help his clients and ensure they understand their finances, setting them up
for success in the future and helping to minimize excess stress.
Bart brings a unique perspective as a former partner in an options trading firm and Chicago Board of Trade member, where “your word is your bond.” His experience in the financial markets has given him distinctive insight, including a thorough understanding of the fundamental and technical aspects. His years of experience as an option trader have also
allowed him to assist clients in separating their emotions from their financial decision-making process. He also honed his skills at one of the largest retail brokerage firms. There, he worked with the top 1% of High-Net-Worth clients and individual investors, educating them on options trading, portfolio hedging, and risk management strategies.
There, he could leverage his knowledge of the financial markets and continue building relationships of integrity and trust with clients.
They complement each other’s skill sets and backgrounds as a team, creating a powerful combination. Both are passionate about providing comprehensive financial planning services, focusing on tax planning and preparation. They believe that this focus, combined with their extensive experience, sets him apart from other financial advisors. While Matt brings his tax expertise, Bart brings his decades of experience in the financial markets. They both enjoy working in a transparent fee structure and as true fiduciaries with no product sales.
These decisions should always be made in the context of your financial plan and personal goals. As a tax-focused financial planning firm, we strategically plan for the tax implications and walk you through our financial planning process. Feel free to contact us at www.CadencePlanningChicago.com or www.CadencePlanningLLC.com to learn more.
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