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The MPC Advisers Team

It is estimated that 70% of financial advisers in the US operate as sole practitioners.* When a sole practitioner retires, their accounts are usually sold or assigned to another adviser. When new philosophies and personalities alter sound financial strategies, years of progress can be lost in the process.

Because wealth accumulation and transfer occurs over several lifetimes, MPC offers multi-generational teams with experience spanning 25 years or more. This team approach has become the hallmark of the long term relationships we have with our clients. The teams provide exceptional service and facilitate a seamless transition should an adviser become sick, retire or pass away.

July, 2003, Mark Tibergien, Moss Adams, Investment Adviser Magazine

Michael Matrise
President, CEO | ChFC

Tom Polzin
Vice President, COO | MSFS, CLU, ChFC, CFP

Craig Thompson
ChFC, CLU, CLTC

Bart Lia
ChFC

Dave Berka
ChFC, AIF

Amy Ley
LUTCF

Lori Baneck
CEBS

Eric Tweeden

Charlie Hurtgen
CFP

Bryan Marshall

Dominic Rice

Derek Winn
CFA

Staff