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Matthew M. Smith, CFS®, AIF®
About Matt
Personal Information:
I grew up on the southwest side of Madison in the Orchard Ridge neighborhood and went to grade school and middle school at St. Maria Goretti. I graduated from Edgewood High School in 1996, where I was able to participate in several State championship hockey seasons. I also played 3 seasons at the Junior A level in the USHL, BCHL, and AWHL. After finishing my hockey playing career I received my bachelor’s degree in business technology from Montana State University-Northern.
I married my wife Jamie in 1999 and we have four wonderful children: Shaylee (born in 1999), Payton (2001), Ashlee (2006), and Parker (2012). My hobbies include hockey, golf, softball, fishing, and boating.
I have been passionate about hockey for nearly 40 years as both a player and a coach. I have coached all my children in various sports and I have been an assistant coach with the Edgewood Crusaders Varsity hockey team since 2017. I celebrated a monumental victory with Edgewood High School’s Varsity team in 2025 by helping coach them to their first-ever WIAA Division 1 State Championship title. I also helped coach my youngest son, Parker, to a 2025 3rd place finish in the WI Peewee State tournament as well.
Professional Information:
I started in the financial services industry in 2005 with Jackson National Life where I held the position of Regional Vice President. My main role was to train and educate financial advisors on how to properly incorporate Jackson’s products into their client’s investment portfolio and retirement plans. I was named Midwest Region RVP of the Year in 2010 and 2014. I left Jackson in 2021 and joined forces with my dad, Steve Smith, as his heir apparent.
We branded as Power Play Financial in 2024. We chose Power Play Financial as our company name because of my ties to hockey but also because it reflects our mission: to give you the advantage in achieving your life goals. In hockey, a power play happens when a team has more players on the ice due to an opponent’s penalty, giving them a strategic advantage. By adding Power Play Financial to your team, you gain an advantage by having more players helping you reach your financial goals. With the combined experience of Matt, Steve, Whitney, and our professional referrals. We are here to serve you, drawing on our combined 111 years of knowledge and experience to help you reach your financial goals—20 years of securities and insurance experience for Matt, 48 years of securities and insurance experience for Steve, and 43 years of Administrative management experience for Whitney.
I have an extensive knowledge base on developing retirement income plans and maximizing sources of income to help clients retire with confidence. My industry experience has also given me an extensive knowledge base when it comes to investing in equities, fixed income, and building properly diversified portfolios.
I am a licensed financial advisor and have also earned my Certified Fund Specialist (CFS®) and Accredited Investment Fiduciary (AIF®) designations. I hold Series 6, 7, 63 and 65 licenses.
