Matt Graves
CPWA®, CFP®, CEPA®, CAP® | Private Wealth Strategist for Value Creators | Multigenerational Stewardship
- Role
- Director of Financial Planning and Strategy at Harrison Financial Services
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Matt Graves
At HFS, I lead the firm’s strategic initiatives around advanced financial strategies and help guide sophisticated families toward their long-term goals.In my role, I collaborate with specialists across disciplines, integrating tax, estate, philanthropic, and investment solutions into holistic plans that reflect each client’s values, legacy vision, and financial aspirations. As a trusted advisor, I serve as the relationship lead for families, orchestrating complex coordination among legal, accounting, and investment partners.I hold a B.S. in Business Administration (Finance) from the University of Nebraska–Lincoln, and have earned multiple specialized designations including CPWA®, CFP®, CEPA®, CAP®, and ChFC®.Outside of office, I am deeply invested in community impact. I served on the Board of the Salvation Army Omaha’s Young Professional Group and am an active volunteer with Blood Cancer United. When not working or serving his community, you’ll often find me in the arena showing horses, hitting the golf course, or cheering on the Nebraska Cornhuskers.
Experience
Director of Financial Planning and Strategy
Jul 2024 — Present · Omaha, NE, US
Chair of the Financial Planning Committee, launching multifamily office and entrepreneur wealth planning capabilities and increasing multigenerational household engagement-Spearhead strategic initiatives in talent development and brand expansion, strengthening firm positioning and client service-Evaluate and integrate new technology solutions, improving operational efficiency and elevating client experience-Mentor and guided analysts and associates in family wealth planning, resulting in higher client retention and stronger multigenerational relationships-Serve as primary relationship manager for UHNW families ($100m+ net worth), coordinating with multidisciplinary advisors to deliver holistic investment, estate, tax, and philanthropic strategies.
Education
University of Nebraska-Lincoln
Bachelor's of Science in Business Administration, Major in Finance
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