Matt Moklestad, Lead Advisor - Institutional

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Matt Moklestad, CFP®, CIMA®, AIF®, MBA

Professional

Matt is a Lead Advisor and works primarily with Foster Group’s institutional clients including nonprofits, endowments, foundations, and retirement plans. He also serves on the firm’s Investment Committee and Investment Strategy Group. He has worked in the investment industry for over a decade and, prior to joining Foster Group, worked at a global financial services firm. He is a Certified Financial Planner^™, a Certified Investment Management Analyst^® professional, an Accredited Investment Fiduciary^®, and has completed the Endowments and Foundations Consulting course from the Investments & Wealth Institute (formerly IMCA) as well as the Fundamentals of Alternative Investments Certificate program from the CAIA Association.

Personal

Growing up in Des Moines, I have been fortunate to have built many lasting friendships over the years. I got to know my best friend and wife while in college and we now stay busy with four boys.

Here are some other facts about me:

Financial planning and investments are truly a passion of mine, so I like to keep up on both in my free time.
I enjoy being outdoors on my family’s small acreage just outside of town.
I play guitar and most often play at my local church.
I love a cup of coffee and a good book.
My teams are the Kansas City Royals, Iowa State Cyclones and the Green Bay Packers.

With family, kids, work, and other activities, life can often feel very full. I continue to see the benefit of revisiting what I truly value and making sure my time, thoughts, and resources are aligned with those things.