With 20 years of experience in the financial services industry, my goal as a financial advisor is to provide tailored solutions that help meet my clients' goals. It is most important you know that I hold myself to a high standard of integrity and want to do what is best for my clients and respect their wishes.
I am originally from Goshen, IN, where I was raised on a farm. I graduated from Taylor University with a bachelor's degree in accounting then completed my CFP® coursework in 2011. I opened my Edward Jones office in Syracuse in 2001 and have proudly served this community ever since.
My wife, Renee, and I reside in Wakarusa with our dog, Bentley, and have adult children: Madelyn and Jake, our daughter and son-in-law, and Zachary and Madison, our son and daughter-in-law.
During my time here in Syracuse, I have served in Kiwanis and Rotary and as the president of the Chamber of Commerce. I also volunteered for junior achievement in the Wawasee, Warsaw and Wa-Nee Schools. Currently, I volunteer as a sound technician at Nappanee Missionary Church, announce for Northwood HS Volleyball and serve as a mentor for Northwood Middle School.
I enjoy classic cars, watching the Colts, Notre Dame football and basketball games, spending time at Lake Wawasee in the summer and hanging out with my family.
For six consecutive years, I attended the Financial Advisor Leaders Conference reserved for the top financial advisors in our firm. I have mentored and trained new and existing financial advisors both here in our region and at our firm's headquarters.
My branch office administrators – Shawn Skaggs and Brenda Miller – have skills and experience that contribute greatly to serving our clients well. We enjoy building relationships and getting to know our clients on a personal level. Our branch team is dedicated and focused on providing you with the highest level of service possible. We look forward to partnering with you throughout your lifetime to meet your financial goals.
Office Address104 E Main Street
Syracuse, IN 46567 opens in a new window
Phone NumberMatt Schwartz at (574) 457-0225
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 04:00PM|
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