Matthew Schaap, CFP®
Lead Advisor
Department: Advisors
As an advisor with Modern Wealth Management since April 2025, Matthew has been focused on helping clients toward their goals. He strives to deliver high quality service during client reviews, which cover investment management, and planning for income, taxes, and estates. Matthew is excited to bring his experience to clients, guiding them through the process from initial meeting, to planning and implementing. Establishing and fostering long-term relationships with clients brings a rewarding sense of purpose to his work.
Matthew began his career with OFM Wealth in an intern position. In that time, Matthew learned what it takes to deliver client service focused on each client’s needs and objectives. Matthew studied finance, graduated, and moved back to his hometown of Champaign Illinois, where he obtained the CFP® credential and held the position of financial planning specialist at a regional bank. In 2022, he re-joined the OFM team as a wealth manager and has enjoyed collaborating with the team and building relationships with clients as their trusted advisor. OFM Wealth then became Modern Wealth’s Orland Park, Illinois office in March 2025.
Matthew and his family live in the Chicago suburbs and enjoy spending time together as the family grows with several nephews and a niece. Matthew enjoys staying active and playing basketball or golfing with friends.