:: Stocks & Bonds
:: Mutual Funds
:: Fixed & Variable Annuities
:: Income Planning
:: 401(k) Reviews
:: Traditional & Roth IRAs
:: Retirement Planning
:: Asset Accumulation & Allocation
Matt has more than a decade of experience in the financial services industry. His work with bank customers has made him a specialist in retirement and income planning.
Because of Matt's commitment to exceeding client expectations and his dedication to providing sound financial advice, he was recognized as a top advisor and named to the Patriot's Club.*
When he's not providing financial advice, Matt enjoys volunteering in support of the local community including serving as Docent at the Evansville Mesker Park Zoo. Matt also recently authored the book, Young Adults Guide to a Business Career.
:: B.S. Finance and Economics
:: M.S. Business
Securities Registrations (held through LPL Financial)
:: Series 7, 66
Life, Accident & Health Insurance License
*Based on an annual production ranking of all registered advisors supported by LPL Financial and is awarded to less than ten percent of advisors who are affiliated with LPL Financial.