Matt has been with Shelton since 2017 and has many years of financial planning experience. He specializes in helping teachers and manufacturing professionals create a customized roadmap through their financial lives, as well as other working-class families interested in robust financial planning.
He graduated from Indiana University (IPFW) with a B.A. in Business Finance and Management (2008). While working towards his degree, Matt was also captain of the men’s golf team, which earned him the Cleveland Golf All-America Scholar award in 2006. A strong desire to build long-lasting relationships with his clients and help them pursue their financial goals is what led Matt to Shelton Financial Group. In 2014, that desire also drove Matt to fulfill the requirements to become a CERTIFIED FINANCIAL PLANNER™ practitioner.
Matt is Series 7 and 66 registered through USA Financial Securities Corp. Matt also holds his life and health insurance licenses. Outside of work, you will find Matt on the golf course or at home spending time with his family and friends. Matt has also participated in several Young Leaders of Northeast Indiana events and was part of the 2015 graduating class of the YLNI Leadership Institute. Matt lives in Fort Wayne with his wife, Brandy, and their two sons, Owen and Ethan.