Matt Wilson
Portfolio Analyst Assistant
Matt became a valued member of the Storen Financial team in 2019, bringing with him a wealth of expertise in the finance industry. Matt plays a pivotal role in fostering strong client relationships and delivering tailored financial solutions. His passion for finance ignited at the young age of fifteen when he began investing, and since then, he has amassed over 30 years of extensive knowledge and experience.
Throughout his career, Matt has held significant positions in the finance sector, including a key role in analyzing portfolios for a multi-billion-dollar firm, where he honed his analytical skills and strategic thinking. He has also successfully managed over 150 retirement plans across the nation, ensuring clients’ financial security and providing them with confidence in their investment decisions. In addition to his management roles, Matt is dedicated to mentoring others, offering guidance to both clients and fellow financial professionals as they navigate the complexities of the finance industry.
Matt is a proud alumnus of Ball State University. Outside of work, he values quality time with family and friends, serving others, listening to music, watching and playing sports, and helping with the family LLC.
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