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

Estate & Financial Services and Triad Advisors are not affiliated.

Our Team

Matthew is a partner at Estate & Financial Services, where he is a Retirement, Investment, and Estate Planner.

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 of profoundly 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 utmost value to his clients.

Matthew, his wife Lisa and their three children, Owen, Isla, & Merrick live in North Mankato, MN. Matthew enjoys spending quality time on the lake at their family cabin 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, Mankato Sertoma Club, Kiwanis Club and teaching Junior Achievement to Mankato area students.

Matthew B. Brozik 
Retirement, Investment & Estate Planner

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 detailed personality and positive attitude is a great asset for our team and clients.

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

507-625-0886