Matthew Witten
Certified Financial Planner
Lake Oswego Wealth Strategies
Financial Planning (Insurance/Investments)
503-542-9422
I have a long career in sales and marketing, which I always define as learning what is needed for each corporation and person I work with. Working in the travel industry with United Airlines and Corporate Expense Management with American Express brought me to the San Francisco Bay area from my home outside Chicago. From there I came to Portland just before the birth of my first grandchild and had the opportunity to join Providence as a Medicare Community Specialist. I absolutely love this world and always refer to it as my last, best job.
I find working with the lovely community of Medicare recipients very rewarding as we navigate the complexity of it all. My passion is getting to know about the people I work with so that I can help guide them to the program that best fits their needs, making the process of transitioning into a new phase of life as easy as possible. I like to talk with people a year or so prior to them being ready for Medicare through educational meetings that take the mystery out of the different parts of Medicare and how to access what is needed.
Forming connections with the people I serve and fostering an ongoing relationship where I provide guidance and advice after enrollment is my passion. Throughout the year and as we approach the annual enrollment period, I strive to provide great customer service, making any client needs easier to fulfill.
I have a daughter, son-in-law and two beautiful granddaughters, nine and five. We enjoy lots of fun family times and they are truly the light of my life. I enjoy exploring the Pacific Northwest, whether on hikes, or in a kayak or just walking on our beautiful beaches and through the forests.