Designations and Licenses

Matt is a CERTIFIED FINANCIAL PLANNER^TM professional and a Chartered Retirement Plans Specialist^SM.

Experience and Education

Matt works as part of a team to provide comprehensive financial advice to clients.

Prior to joining Mariner, Matt served as a wealth advisor at Buckingham Strategic Wealth, where he supported clients with services including estate planning, tax consultation, risk management and other advanced planning solutions. He also helped small-business owners design, implement and maintain retirement plans specific to their needs. Prior to that, he was a wealth management advisor for TIAA-CREF and a registered broker for Charles Schwab.

Matt has a Bachelor of Science and Humanities degree from Ball State University and an MBA from Indiana Wesleyan University.

Personal Interests

Matt is a member of the Kiwanis and Cicero United Methodist Church, a fan of the Indianapolis Colts and enjoys spending time with family, traveling, exercise, reading and outdoor activities.