Matt Cosgriff, CFP®, CPFA

Director of Wealth Management

“A career in wealth management always intrigued me given the positive impact we can have on people's lives. Helping people make good decisions about how to use their money in a way that allows them to live a fulfilling life is definitely what I like best about the work we do at BerganKDV – both with our individual clients and the corporations we work with.”

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Matt leads the wealth management group and is passionate about ensuring the team is constantly focused on its mission to positively impact the lives of its clients. As the group director, Matt works to ensure that the Private Client, Retirement Plan Solutions, and Investment Management teams are working diligently to exceed client expectations at every opportunity.

Matt holds a bachelor’s degree in economics with a concentration in finance from Saint Olaf College and serves on the Breck School Alumni Council. He is a CERTIFIED FINANCIAL PLANNER™ and a certified plan fiduciary advisor. Matt has been featured in numerous industry publications, most recently being named to the 2019 40 Under 40 class by InvestmentNews.

// Matt Cosgriff, CFP®, CPFA’s RECENT BLOG