Matt Rice, CFP®, CRPS®
Designations and Licenses
Matt is a CERTIFIED FINANCIAL PLANNERTM professional and a Chartered Retirement Plans SpecialistSM.
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.
