Daniel Matthews, CPWA®, AAMS®,CDFA®

Dan started his career in the wealth management industry in 1996. He graduated from Indiana University with a Bachelor of Science degree in marketing and psychology. Dan is a Certified Private Wealth Advisor® (CPWA®) professional. He completed his coursework for the CPWA® designation through the Yale School of Management. He also carries the Accredited Asset Management SpecialistSM (AAMS®) designation from the College for Financial Planning and the Certified Divorce Financial Analyst (CDFA®) designation from the Institute for Divorce Financial Analysts (IDFA). Dan has extensive experience in comprehensive wealth and estate planning as well as retirement income planning. He focuses heavily on wealth management and has a passion for helping couples and families going through life changes such as death of a loved one or divorce. He also serves as our team’s expert in the areas of life, disability, long-term care insurance and annuities.

Dan and his wife, Lexie, live in Bloomington with their two children, Weston and Caroline.

Living our Mission: Dan played on the 1990 Hoosier soccer team that advanced to the Final 8 in the NCAA tournament. He is a member of the Hoosier Hills Estate Planning Council Board of Directors. Dan and his wife support Constellation Stage and Screen, a local theater company.

"Every past decline looks like an opportunity and every future decline looks like a risk. Keeping that in mind helps me guide my clients filter out the noise and focus on the planning we do to prepare us for the future without fear." – Dan Matthews influenced by Morgan Housel