Education & Certifications
BS - Business Administration, St. Norbert College
Certified Employee Benefit Specialist (CEBS®)
Certified Retirement Counselor (CRC®)
Accredited Investment Fiduciary (AIF®)
Certified Plan Fiduciary Advisor (CPFA™)
Organization Involvement
Retirement Advisor Council
National Association of Plan Advisors (NAPA)
International Society of Certified Employee Benefit Specialists – Milwaukee Chapter
Wisconsin Retirement Plan Professionals Ltd (WRPPL)
Archdiocese of Milwaukee – Investment Committee
Holy Family Catholic Church – Finance Council
Matt Demet
Senior Vice President - Business Development/Partner
CEBS®, CRC®, AIF®, CPFA™
Matt is the Senior Vice President and partner of Spectrum, responsible for business development and client management for retirement plans and wealth management. He is committed to understanding the unique needs of each client
and designing strategies to address those needs.
Matt is married with four children and lives in Milwaukee, WI. While not working with clients, he is active in his local church or pursuing hobbies including reading, golf, platform tennis, and other outdoor activities.
Industry Start Date:
1989
Spectrum Start Date:
2013
Fun Fact:
Matt loves to compete and played DIII College Hockey.
Embodying Spectrum’s Principles
Accountability is a critical component of our commitment to partnering with and serving our clients. We demonstrate our accountability by being well-prepared for client meetings, providing advice that is in their best interests, and following up in a timely manner.
We are focused on providing clients advice and recommendations that help facilitate long term client objectives.
CEBS®, Certified Employee Benefit Specialist, certifies that the recipient has a comprehensive understanding of compensation and employee benefit principles and concepts.
CRC®, Certified Retirement Counselor, a professional development program accredited by the National Commission for Certifying Agencies that enables financial professionals to address the challenges facing today’s retirees.
AIF®, Accredited Investment Fiduciary, certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process.
CPFA™, Certified Plan Fiduciary Advisor, certifies that the recipient has the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.
NAPA was created by and for retirement plan advisors and is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors.