Matt Wilson
Portfolio Analyst
Matt became a valued member of the Storen Financial team in 2019, bringing a wealth of expertise in finance. 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 analyzing portfolios for a multi-billion-dollar firm, where he honed his analytical and strategic thinking skills. He has also successfully managed over 150 retirement plans nationwide, ensuring clients’ financial security and instilling 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.
Matt holds the Series 65 and SIE credentials with Simplicity Investments.
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