Matt Twedt has joined the intellicents Leadership Team as its President of Personal Financial Management.
“Our core belief is that the typical American gets the vast majority of their financial needs taken care of at their place of employment, and the complexity of these benefit plans today warrants a financial planning approach for them to achieve financial fitness," commented Brad Arends, CEO of intellicents. “Toward this end, we have put together retirement, group insurance, and personal financial management services to provide employers and their employees ONE RESOURCE for all their needs in this area. We have had numerous companies approach us about providing financial planning services to their entire workforce, not just their upper management. Matt will head up our entire financial planning effort.”
Twedt joins Arends, Grant Arends (President of Retirement Plan Services), Tom Singsank (CFO), and Kevin Dulitz (Sr. Vice President of Operations) on the intellicents Leadership Team. “I am excited about contributing to the direction and formation of personal financial management at intellicents. Unlike most advisory firms that just want to work with the wealthiest 1% of Americans, intellicents’ passion is to also help the 99% make their dreams real. That message really resonated with my Dad and me, and is a major reason why we joined the intellicents team. My job is to take the processes and procedures that we built at Twedt Financial and institutionalize them across all branches at intellicents.”
Twedt is a Certified Financial Planner, and brings over a decade of industry experience primarily focused on assisting individuals to develop and maintain a comprehensive financial strategy. He and his Father, Joel, built a clientele of over 1,200 accounts with more than $110 million of assets under advisement.
“Our mission is to create a national independent fee-based advisory firm centered on the employee benefit relationship,” added Grant Arends. “Matt’s experience working with this underserved demographic in a financial planning capacity is invaluable toward this effort. Now we need to focus on recruiting a President of Group Insurance Services to round out our Leadership Team.”