Matthew P. Demet, CEBS, CRC, AIF®, CPFA

Vice President/Partner

Matt is a vice president and partner of Spectrum, responsible for business development and client management for retirement plans and wealth management.  He is committed to understanding the unique needs of each client and designing strategies to address those needs.

Matt has been in the retirement plan and investment management industry since 1989 and presently holds the Investment Adviser Representative license (Series 65).  He has completed the:

  • Certified Employee Benefit Specialist (CEBS) designation as co-sponsored by the International Foundation of Employee Benefit Plans in Brookfield, Wisconsin, and the Wharton School at the University of Pennsylvania
  •  Certified Retirement Counselor (CRC) designations sponsored by the International Foundation for Retirement Education
  • Accredited Investment Fiduciary (AIF®) designation sponsored by fi360, a leader in promoting fiduciary excellence
  • Certified Plan Fiduciary Advisor (CPFA) designation sponsored by the National Association of Plan Advisors

A graduate of St. Norbert College, Matt earned his bachelor's degree in Business Administration.

Matt is married with four children and lives in Milwaukee, WI.  While not working with clients, he is active in his local church or pursuing hobbies including reading, golf, platform tennis and other outdoor activities. 

 

CEBS, Certified Employee Benefit Specialist, certifies that the recipient has a comprehensive understanding of compensation and employee benefit principles and concepts.
CRC®, Certified Retirement Counselor, a professional development program accredited by the National Commission for Certifying Agencies that enables financial professionals to address the challenges facing today’s retirees.
AIF®, Accredited Investment Fiduciary, certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process.
CPFA, Certified Plan Fiduciary Advisor, certifies that the recipient has the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.
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