Broker Check
Matthew Bearth

Matthew Bearth

Client Service Associate

Matthew joined Box Financial Advisors in December of 2016 as a Client Service Associate. His primary role is to assist Doug Box with client relationship management, serving general client needs including appointment scheduling and general informational questions. Matthew plans to obtain further education and pursue a career in the financial planning field.

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 an 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, Lisa, and two children.