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Matthew Pegg

Matthew Pegg

Client Service Representative

Matthew is detail-oriented and responsive. His knowledge of the many different account types in the financial industry leaves him equipped to serve well. He is a great contributor to the Indianapolis team. 


Bachelor of Science in Consumer Science with a focus on Financial Counseling and Planning – Purdue University

Matthew's Words to Live By

“Life Happens.”

Personal Pursuits

Matthew’s goal is to earn his CFP® credentials and become a financial advisor.  Outside of work, he likes to challenge his cooking by trying new recipes. He enjoys following Purdue basketball and time spent with friends and family.