With a focus on helping clients navigate their financial goals with clarity and confidence, Matt joined EBW in 2018 as a Client Service Associate and earned his CERTIFIED FINANCIAL PLANNER™ certification in 2022. In his current role as a Financial Planner, he supports clients through the development and implementation of personalized financial strategies.
Matt is a graduate of Indiana University, where he earned his degree in Public Financial Management. Known for his thoughtful approach and dedication to client success, he brings both analytical skill and a genuine enthusiasm for financial planning to the EBW team.
Outside of work, Matt is an avid sports fan who enjoys football, basketball, and cheering on his beloved Indiana Hoosiers. He also loves golfing, lifting weights, and spending time with friends and family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ which it awards to individuals who successfully complete CFP boards initial and ongoing certification requirements.