Matthew Bennis, CRPS™, AIF®

Matt is a Financial Advisor at ISC Financial Advisors, where he works with both individuals and business owners to bring clarity and coordination to their financial lives. He advises private wealth clients on comprehensive financial planning, while also specializing in retirement plan design, administration, and fiduciary oversight for plan sponsors.

Matt partners with clients to simplify complex financial decisions by integrating investments, tax strategy, retirement planning, insurance, and estate considerations into one cohesive plan. His approach reflects ISC’s Proven Process: a structured, thoughtful framework designed to create clarity, align strategies, and support confident decision-making over time.

He graduated from the University of Minnesota Morris with degrees in Financial Management and Economics. His interest in finance began early, trading stocks at the age of sixteen, and continued through his early career in the insurance industry, where he developed a strong foundation in financial instruments and risk management.

Since joining ISC in 2017, Matt has grown from a non-registered associate into a trusted advisor known for his analytical mindset and attention to detail. He is particularly skilled at navigating the evolving regulatory landscape of retirement plans, helping clients maintain compliance while optimizing plan design and outcomes.

A lifelong learner and member of MENSA, Matt brings intellectual curiosity and discipline to his work. Outside the office, he enjoys playing soccer, spending time fishing, and attending sporting events and stand-up comedy shows with friends.