Matt Toelke has over 12 years of experience in financial services, focusing on helping advisors make smooth transitions between firms. He has worked with top companies like Charles Schwab and Fidelity, guiding advisors through important changes and making sure they have the tools they need to grow their businesses. Matt’s expertise is in making transitions easier and offering support that fits each advisor’s unique needs.

Matt is dedicated to building strong relationships with advisors, giving them personalized strategies and operational guidance. He helps them succeed by connecting them with Excelsior’s tools and resources.

Outside of work, Matt enjoys spending time with his family, snowboarding, golfing, and cheering for Chicago sports teams. Originally from Florida, Matt has lived in Denver since 2016, enjoying the mountains and his ties to the Midwest.