Advisor profile


My approach

As a Financial Advisor and Certified Kingdom Advisor®, I know you want to have peace of mind and confidence in your financial future. I believe you need clarity in understanding and wise guidance based on biblical principles. The problem is, you are not sure who to trust and that makes you feel worried and vulnerable.

Your finances shouldn’t cause you anxiety. I understand, because this all used to be Greek to me, too. For the past 21 years, I have worked with and helped people just like you gain clarity, confidence and understanding of their finances.

Here’s how I do it:

        • Connect - Schedule an appointment
        • Collaborate - We will collectively look at your situation
        • Carry-out - Together we will develop a plan to help you get you where you want to go

Transparency is a key value of ours. It is important for you to understand how we are compensated.

If you are unsure of what next steps to take, let’s find a time to discuss your situation.

Schedule an appointment today, call260-485-0403.

Ameriprise Financial provides financial services without regard to religious affiliations or cultural background.

Areas of focus

  • Christian Financial Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Investment Management
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Family Finances
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CKA® Certified Kingdom Advisor®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Indiana University - Bachelors of Science in Business - 1995

Interests

Matt and his wife Julie have been raising their children, Becca and Jacob, in Fort Wayne for 20 years. The family loves to travel and is always looking for opportunities to visit a new place. In the city, they love to head downtown to try a new restaurant.

Outside of the office, Matt enjoys golfing, and is a member of the Pine Valley Country club.

Matt is an avid reader and works to read at least one book each week.

Community participation

Matt is an engaged member of Northpoint Community Church. He serves as the church’s treasurer outside of his activities as a congregation member.

Matt is also the leader of the Fort Wayne Kingdom Advisors Study Group. As a community leader in finance, he enjoys helping others by teaching them to be stewards of their own resources.