Our Associates

Matthew Heiar

10401 Innovation Drive, Suite 125
Wauwatosa, WI 53226

Matt Heiar began his career in 2018 working in the insurance industry alongside his family business, where he developed a passion for helping people. That experience sparked his transition into financial services, and in 2022 he joined Meridian Wealth + Retirement, where he continues to build strong client relationships. 

Matt enjoys getting to know each client’s story and working with them to explore strategies that address their unique goals. He works closely with individuals and families to develop financial approaches that integrate investments and insurance considerations. 

Originally from Beaver Dam, Matt remains actively involved in his community through chamber events and support of local nonprofits. Outside of work, he enjoys spending time with his wife, LaTara, and their two sons, attending their baseball and basketball games, and golfing with his wife. 

Main areas of Focus
  • Protection Planning
  • Retirement Income Planning
  • Wealth Management
3+Years Experience
A man in a gray suit, white shirt, and pink striped tie is smiling at the camera with a blurred cityscape background.

Licenses

Series 6, Series 63, Series 65, SIE

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