Great coaches like Lou Holtz have shaped my life. Their words of wisdom, guidance through tough times and direction on where to go have always been key to helping make the right decisions for success. This is why I chose to pursue my own passion of coaching and teaching. I spent years developing my skill as a teacher at Mishawaka High School and soccer coach at Bethel University. In fact, great coaching is the reason why I was attracted to Edward Jones, first as a client and now as a financial advisor.
I established my practice in 2013 in the Mishawaka/Granger area. I focus on helping individuals and families attain their retirement goals and help those currently in retirement gain the sustainable income needed to enjoy themselves. In addition, I have a particular passion for working with business owners and entrepreneurs. By leveraging business retirement plans, I have helped with saving on taxes, attracting and retaining talent, and building personal wealth. I strive to look at the big picture in my clients' lives. As such, I spend time working with my client's tax consultants and estate lawyers to help develop a full life strategy.
I live in Mishawaka with my wife, Jenny, our two kids, and a sleepy hound dog named Daisy. When not working, I enjoy camping with the family and staying involved with my children's sports. I love to spend time working with the community as a member of the Lion's Club and president of the Mishawaka Education Foundation.
My priority when working with clients is finding out what is important to you. We then work together to build personalized financial strategies to help accomplish your goals. Most important of all, I will partner with you to help you stay on track for the long term. I am here to serve and guide in the good times and bad, the expected and unexpected.
If I can be of service to your family, let's get together and discuss your future.
- Retirement Income Strategies
- Wealth Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Coaching Sports
Office Address1704 East Day Road
Mishawaka, IN 46545 opens in a new window
Phone NumberMatthew B Carroll at (574) 252-2464
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