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
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.