Matt Kerber is a Wealth Planner at Oak Leaf Financial Group.
Matt Kerber specializes in comprehensive financial planning for individuals, families, and small business owners. Matt began his career in auditing at a national accounting firm before transitioning into financial advising at Waddell & Reed. In 2017, he teamed with Brian Schaap and a now-retired advisor to found what would become Oak Leaf Financial Group.
Matt serves as Oak Leaf's experienced professional on insurance, annuity, and small business retirement plan strategies.
He works with clients and team members aiming to build guaranteed income, protect against market downside, and create tax-deferred growth through annuities, while also helping protect what matters most through life insurance, long-term care, and disability coverage. For business owners, Matt brings additional depth in designing and implementing small business retirement plans tailored to their goals and their team.
What sets Matt apart is his perspective as a working business owner.
In addition to helping people reach their financial goals, Matt and his wife,
Ashley, own and operate Next Steps Learning Centers — a 100+ employee organization. From leasing decisions to vendor management to day-to-day operations, he understands the full scope of what it means to run a business. For small business owner clients, that firsthand experience makes him an exceptionally valuable partner.
Matt lives in Chaska with Ashley and their three daughters — Cecelia (10), Willa (8), and Stella (6).
When he's not at the office, you'll find him cheering at the girls' activities, spending time at the family cabin, or rooting for the Minnesota Vikings and Wild.
