Experience

A native of Richmond Indiana, Matt is a CFP® and works with approximately 150 relationships across the country.

Received his undergraduate education from Miami University graduating in 1993 and his Masters in Business Administration from Indiana University in 1998.

Prior to becoming a Financial Advisor, Matt worked in investment banking in debt underwriting and syndication.

A Financial Advisor since 2001, Matt focuses on long term retirement planning for his clients with an emphasis on income generation.

Matt lives in Indianapolis with his wife, Laura, and is the proud Father of three children, Zev, Tova and Ezri as well as two dogs, Vader and Fozzie.

Ronnie's financial service industry experience began in June of 2020 after obtaining a Master's in Finance from Indiana University's Kelley School of Business. He completed undergraduate studies in 2017 at the University of North Carolina - Chapel Hill where he was captain of the varsity tennis team. In between degrees, he played professional tennis for two years - competing in 8 different countries on 4 different continents, capstoned by his participation in the US Open Championships held in New York.

Ronnie lives in Indianapolis with his wife Laura and dog Franklin, where they enjoy all the activities that residing downtown has to offer. He still enjoys playing tennis occasionally but has transitioned his down time athletic pursuits to golf and paddle tennis

JoAnna graduated from the University of South Florida, School of Business with a major in Finance and a minor in Economics in 2001. Soon after graduation, she started her career in the financial industry working with an independent broker. While working there, she earned her Series 6 license and had her Florida life and annuity license. In 2008, JoAnna joined the Merrill Lynch Corporation as a Client Associate. While at Merrill Lynch she earned her Series 7 and 66 licenses and was a branch coach for many years. Recently, she earned her CRPC™ designation.

JoAnna enjoys travelling with her husband, whether it’s trekking across the U.S. or cruising on a ship. She also has 3 grown children, 9 grandchildren and 2 great grandchildren. She absolutely loves to spoil her grands! When she’s not spending time with her family, she enjoys watching sports. Her favorite sports are football and hockey, though she watches many types of sports.

Grace is a native of Fort Wayne, Indiana, and graduated from Butler University in May 2026 with degrees in Accounting and Finance. Throughout college, she completed internships in financial services, tax, and audit while competing on Butler's track and field team as a long sprinter. During her time at Butler, she was also part of the school record-setting outdoor 4x400 relay team.

After graduation, Grace joined the team in June 2026 and is excited to continue learning and gaining experience in the financial services industry.

Grace lives in Indianapolis with her college roommates and their two cats, Moe and Loki. Outside of work, she enjoys playing pickleball, cooking, staying active, and trying to spend more time working through her reading list.