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Matt Sorenson


Individuals and families have diverse advisory needs and no shortage of options. They can rely on Matt to provide thoughtful and comprehensive guidance, drawing from his tax and financial advisory background.

As he’s committed to each client’s financial well-being, Matt enjoys making complex information accessible and understandable.

Matt has 15 years of experience in tax and wealth management. Before joining JMG, he ran his own advisory practice for four years. At JMG, he enjoys the collaborative environment, where advisors and other professionals share their expertise and diverse perspectives.

In his free time, Matt likes to travel and enjoy Chicago’s restaurants.

Joined JMG





Master of Accounting Science – Northern Illinois University
Bachelor of Business Administration in accounting – University of Iowa

“Our commitment to transparency allows for our process to be challenged, adjusted and constantly improved.”