Matt Palmer joined intellicents in 2021 and serves as a Financial Consultant out of our Albert Lea, MN office. Matt works with other members of our Personal Financial Management team to assist in individual financial planning and servicing ongoing accounts. His duties include personally meeting with clients, building plans + playbooks, while also helping with the retirement and insurance consulting side of our business. Matt served as an intern at intellicents before transitioning to a Financial Consultant where he learned everything about what we do from the ground up.
Prior to joining intellicents, Matt co-owned a local rooftop inspections firm where he handled inspections, bookkeeping, and customer relations. Matt is also a coach at CrossFit Innerdrive when he’s not providing financial planning coaching at intellicents.
education & certifications
Matt graduated from South Dakota State University with a Bachelor of Science in Consumer Sciences: Family Financial Management as well as a graduate certificate for family finance planning.
Matt has previously passed and holds the following designations:
Certified Financial Planner (CFP)
Series 65 - Uniform Investment Adviser
Life and Accident/Health Insurance
my idea of
living the dream
When I think of financial freedom and what it looks like to me, my dream is to be able to enjoy every day. I want to be able to provide for loved ones in my life and have the means and ability to accomplish my goals. My dream is to make the most of what life gives me and improve all the lives around myself.
this is my
My dream job is to help people accomplish their financial goals. I want to be a positive and impactful aspect of people’s lives and offer them the knowledge and services they need to succeed. Providing the best experience and service to people is my passion.
this is how i
make it real
In my free time I enjoy watching and participating in all kinds of sports, hunting, games, and traveling. I am an avid Minnesota sports and South Dakota State fan. Most of my free time is spent with the people who matter most to me which include my girlfriend, friends, and family