Matthew is a graduate of Indiana University Bloomington with a Bachelors of Science in Management. He entered the wealth management industry straight out of college, where he has functioned in both office development and client portfolio management for over 32 years. After previous stops with Fortis Investors (now Woodbury Financial) and LPL, Matthew started the Indianapolis branch office for LaSalle St. Securities, LLC in May of 2005. It was an easy choice in what he felt would be his final stop, taking into consideration the firm’s long track record of success (since 1974), Chicago area roots, and being privately held with a record of unquestionable solvency. From its beginnings, the branch office has grown considerably in size, assets under management, and number of clients being serviced. In reference to his clients, Matthew has years of experience in both institutional and private asset management. Whether the investment objectives are aggressive or conservative, the goals short or long term, he practices a philosophy of investment diversification coupled with thorough client service. Having managed accounts during the best, and worst, the market had to offer, he feels experience is his best asset. Matthew holds a number of securities designations…notably the Series 6, 63, 65, 7, and 24. In his spare time, he enjoys staying in shape through regular workouts, golf, and the occasional racquet sport. Matthew resides with his family in the Indianapolis suburb of Noblesville.
