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Matthew Bearth

Matthew Bearth

Planning Assistant

Matthew joined Box Financial Advisors in December of 2016 as a Client Service Associate. His primary role over the past three years has been to assist Doug Box with client relationship management. Recently, he has moved to the role of Planning Assistant  and now helps with the preparation of the various financial planning materials used in client meetings. Matthew is currently working on additional education and plans to pursue a career as a financial advisor.

 Before joining Box Financial Advisors, Matthew triple majored in Philosophy, Catholic Studies and Psychology at the University of St. Thomas earning his Bachelor of Arts degree in 2014. He spent the next two and a half years working as a life insurance agent with the Knights of Columbus. There, Matthew served about 800 members in the Twin Cities area and earned agent of the month honors for his agency 5 times.

 In his free time Matthew enjoys bowling (he has bowled 4 perfect games), playing piano, reading and spending time with his wife and three children.