Matthew Witten
Certified Financial Planner
Lake Oswego Wealth Strategies
Financial Planning (Insurance/Investments)
503-542-9422
I grew up in a small town on the eastside of Portland and received my degree in Human Development. Before my Medicare studies began, I worked in the mortgage servicing industry for almost 10 years.
I made the switch to the insurance field a few years after I met my wonderful husband because I wanted to be able to better serve our community. This background has taught me how to understand and work with the complex issues that occur over an individual’s lifespan. I apply this in my day to day interactions with clients, ensuring that Medicare education and plan selection go hand in hand with understanding your unique needs and wants.
My husband and I love to travel with our son and when we aren’t traveling we are playing outside, getting our feet and hands dirty.
We understand that Medicare is not necessarily a topic that you have studied on a day to day basis. Let us assist you in learning and managing your current and future healthcare. I’m happy to help.