Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
- Insurance3
Matt began his career as a Financial Advisor in 2001. His practice consists of approximately 150 relationships across 21 states.
He has worked in various capacities throughout his career including Global Corporate & Investment Banking where he was involved in the drafting of investment prospectus offering memorandums, building financial models as well as creating syndicate loan exposure to other financial institutions. He also acted as Office Sales Manager from 2004 - 2007.
Matt graduated from Miami University in 1993 with a Bachelor of Arts degree. He went on to receive his Master in Business Administration from Indiana University in 1998. Matt is a CERTIFIED FINANCIAL PLANNERTM professional.
Matt is a member of the Phoenix Theatre Board and is Past President and current board member of the Congregation Shaarey Tefilla in Carmel, Indiana.
A resident of Carmel, Indiana, Matt is a proud parent of 3 children: Zev, Tova and Ezri. He enjoys traveling, running and volunteering in the Indianapolis area.
English
Indiana University
Miami University
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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