By Matt Fry, CFP®
I like to joke that my entry into the financial industry was all thanks to a self-fulfilling prophecy! When I was in high school, I wrote a report about becoming a financial advisor when I was older, so I guess you could say I always knew the road I would take. In all seriousness, though, I’ve always had an interest in investments and financial planning, and once I realized that I could use that passion to help people pursue their financial goals and experience peace of mind, it was a no-brainer!
First Career Steps
With a clear goal in front of me, I earned a bachelor’s degree in business finance and management from Indiana University – Fort Wayne. Fun side note: While I will never pretend to be Tiger Woods, I was captain of my school’s men’s golf team, where I proudly earned the Cleveland Golf All-America Scholar award (that’s my claim to fame). Immediately after graduating, I started working for Leman Financial Advisors as a financial consultant, then for Merrill Lynch as a financial advisor. After almost 10 years of hands-on experience and after earning the CERTIFIED FINANCIAL PLANNER® (CFP®) credential, I was ready to make a shift and use my skills to build long-lasting relationships with my clients and walk beside them as they worked toward their goals. That led me right to Shelton Financial Group.
What I Do Now
Today, I am proud to be a financial advisor at Shelton Financial Group, helping teachers and manufacturing professionals create a customized road map for their financial lives. I love serving working-class families who desire comprehensive financial planning that will help maximize their hard-earned money and make the best of their financial situation. Our motto is “Work hard, plan smart, live well,” and I spend my days helping deserving people do just that.
My clients are like family. They know that I care deeply for them, their families, and their financial goals. That’s why, when something unexpected happens in their lives, like a job loss, the death of a family member, a medical problem, or a market crash, I feel their pain. But on the flip side, that close connection with my clients is what brings most celebratory days as well! When a client reaches a financial goal or hits a milestone, whether that’s early retirement, paying off their mortgage, or going on a dream vacation, seeing their joy reminds me why I do what I do. It’s unbelievably fulfilling to play this role in their lives and see my clients overcome challenges and thrive.
It’s easy to stay motivated to work hard at my profession. All I need to do is look at the faces of those I care about: my wife and sons, my parents, my co-workers, and my clients. They all put a tremendous amount of trust and confidence in me and I don’t take that privilege lightly. I work hard to make sure I don’t let any of them down!
Let’s Hear From You!
Life rarely goes exactly as planned. We all have obstacles and opportunities that have shaped us and paved the way for our future. Now that you know a bit about me, I’d love to hear your story and see how I can help. Reach out to us at 260-436-7006 or schedule your free 30-minute Fit call online.