Our Team

Matthew is the owner of Matthew B. Brozik, Private Wealth Management. Matthew is a 2009 graduate of The University of Minnesota-Duluth, where he earned a Bachelor of Arts degree in History and Philosophy. Along with his FINRA Series 7, 63, and insurance license, he also holds a long-term care certificate.

Matthew has a passion for enlightening and empowering his clients. Enabling them to make positive, confident decisions to better themselves and their families. Through this contrarian approach, he is committed to creating a culture of never-ending learning and intent on bringing the utmost value to his clients.

Matthew, his wife Lisa, and their four children, Owen, Isla, Merrick & Greta live in Madison Lake, MN. Matthew enjoys spending quality time on the lake at their lake home, boating and fishing. Matthew is an avid musky fisherman during the summer and hunts in the fall for pheasants, waterfowl and deer.  During the winter, Matthew stays busy playing hockey in the Mankato C-League and watching the Minnesota Wild and University of Minnesota-Duluth Bulldogs.

Matthew enjoys volunteering his time at MN Adult and Teen Challenge, Greater Mankato Area Growth, Mankato Sertoma Club, Kiwanis Club, and teaching Junior Achievement to Mankato area students.

Matthew B. Brozik 
Owner & Wealth Manager

Check the background of this investment professional on FINRA’s BrokerCheck »

Sarah B. Kelley
Executive Assistant 

As an Executive Assistant to Matthew B. Brozik, Sarah’s primary responsibilities include scheduling and coordinating appointments, assisting with client services, preparing for client meetings, processing new business applications, and servicing existing accounts. Her detail-oriented personality and positive attitude is a great asset for our team and clients.

Sarah enjoys spending time with her husband, Alex, and their five children, daughters Morgan, Paisley, Kodi, Skylar, and son Lane. They enjoy the outdoors, hunting, fishing, farming corn and soybeans, gardening, and operating their 3080 head swine facility. Sarah and her family live outside of New Ulm on their farm.

Securities and Advisory Services offered through Triad Advisors • Member FINRA/SIPC .

Matthew B. Brozik Private Wealth Management and Triad Advisors are not affiliated.