Broker Check

Our Firm

Matthew Koch

Owner and President

(989) 233-1973

mkoch@cfiemail.com

Matthew Koch is Owner and President of Koch Financial Design, where he specializes in retirement income planning, small business financial strategies and insurance solutions. He began his career in 1987 working for Equitable after having a good experience with his own financial services professional. Matthew recognized the real need for financial planning services and saw the impact he could have in helping others as they prepared for their financial futures. Today, he has developed deep relationships with clients as their trusted advisor.

In 2000, Matthew began Koch Financial Design. He is an Investment Advisor Representative and holds numerous life and securities licenses.

Matthew has been recognized as a top Advisor in the financial services industry. He attributes this success to his firm’s focus on helping clients uncover their dreams and goals and then helping clients reach those financial goals.

A Vassar native, Matthew graduated from Saginaw Valley State University with a Bachelor’s of Business Administration in Management. He is active in his community, especially with youth, serving as head golf coach and assistant basketball coach at the local high school.

Matthew and his wife of 34 years, Melissa, have two children, Josh and Nicole. Josh is completing the required training and testing to join Koch Financial in the near future. He and his wife, Amy, have two children, Carter and Jack. Nicole, married to Jacob Hedrick, is a registered surgical tech at the local hospital.