Matt Peck is a 2015 graduate of Wittenberg University, where he obtained a Bachelor of Arts degree while double majoring in accounting and finance.  He is a member of the Beta Theta Pi Fraternity and the Tau Pi Phi Business Honorary Society.  Matt also volunteers for Wittenberg’s Advancement Department and serves as the President of the Wittenberg University Toledo/Detroit Alumni Chapter.

 

A native of Ottawa, Ohio, Matt has fond memories playing football and basketball with old friends at Ottawa-Glandorf High School.  He obtained the rank of Eagle Scout through the Boy Scouts of America at the age of 14.  Matt maintains a close connection with his hometown community through the Blue Helmet Club, an Ottawa-Glandorf football booster club he helped create in 2019.

 

As a Financial Planner, Matt brings a healthy and diverse set of capabilities.  He has a high-caliber level of experience with Carillon’s state-of-the-art wealth planning software, eMoney.  Matt is a licensed Investment Advisor Representative and is currently studying for the CFP® exam.  He enjoys helping clients on a wide array of comprehensive financial planning strategies.

 

Additionally, Matt enjoys both small-school and major college football and basketball.  His favorite teams are the Notre Dame Fighting Irish and the Wittenberg Tigers.  When he’s not watching college sports, Matt enjoys fishing and the occasional round of golf.

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Matt hold FINRA 65 Securities licenses.

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