Meet Our Financial Advisors Daniel Matthews Director, Financial Advisor (812) 332-6333 (812) 323-3154 DMatthews@rwbaird.com 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, and also played on the 1990 Hoosier soccer team that advanced to the Final 8 in the NCAA tournament.Dan has earned his Series 6, 7, 63, 65, and 31 securities registrations, as well as his Life, Health, and Long-Term Care Insurance license. He also carries the Accredited Asset Management Specialist℠ designation from the College for Financial Planning. Along with comprehensive wealth and investment planning, Dan has extensive experience in retirement income planning, with a focus on annuities, as well as group benefits, employee retirement plans, and business succession planning. He also serves as our team’s expert in the areas of life, disability, and long-term care insurance. Dan and his wife, Lexie, live in Bloomington with their two children, Weston and Caroline. Loren Snyder Director, Financial Advisor (812) 332-6333 (812) 323-3154 LASnyder@rwbaird.com Loren began his career in the wealth management industry in 2008. He graduated with a bachelor’s degree in finance from Butler University, where he also competed on the Bulldogs’ men’s cross-country and track teams. He has a certificate from the Wealth Planning Essentials Program at the University of Pennsylvania’s Wharton School and has earned state and nationwide recognition for his work as a financial advisor, including the Five Star Advisor Award from Indianapolis Monthly in 2014, 2015, and 2016, and was named a “Top 40 Under 40” wealth advisor by On Wall Street magazine in 2018 and 2019.Loren is deeply committed to his family and community involvement. He has served at the board level in a number of philanthropic and civic organizations, and even served a term as an At-Large Johnson County Councilor. He is currently active with the Bloomington Rotary Club, Butler University’s Student Managed Investment Fund, Project 44, and Butler University’s Board of Visitors. In 2019, Loren and his wife, Morgan, received the Foundation Award from Butler University, which honors a person or couple (age 40 or younger) who personify the Butler spirit by demonstrating leadership and generosity to the university. Loren is an avid distance runner and enjoys playing golf. Loren and Morgan live in downtown Indianapolis with their son, Coleman, and English bulldog, Franklin. Colleen Curry Vice President, Financial Advisor (812) 332-6333 (812) 323-3154 CGCURRY@rwbaird.com Colleen started in the wealth management industry after a career at both Indiana University and Pfizer, Inc. Colleen has a passion for helping women in transition through education and empowerment. She has extensive experience helping women through divorce and other complex financial issues.Colleen is a two-time graduate of the University of Tennessee, having earned her bachelor’s degree magna cum laude and her master’s degree summa cum laude. She and her husband, Tyler have three children, Grace, Foster and Carson.In her personal life, Colleen enjoys running with friends, reading with her book club, watching/coaching her kids in sporting events, traveling with her husband and spending time with her family at the lake. A committed supporter of the Bloomington community, Colleen serves on the Professional Advisory Counsel for the Community Foundation. She and her husband support the Boys and Girls Club annually, Girls Inc., BBBS and MCCSC through local school support. She also serves on the board of directors for the nonprofit children’s sports league Bloomington Football Club (BFC) and is a past board member for the local Big Brothers Big Sisters organization. Ryan Reed Vice President, Financial Advisor (812) 332-6333 (812) 323-3154 RREED@rwbaird.com Before joining the wealth management industry in 2014, Ryan worked for seven years in Indiana University’s Proton Therapy Center. There, in the medical physics department, he simulated treatments for the center’s patients. A lifelong resident of Bloomington, Ryan graduated from the University of Southern Indiana with a bachelor’s degree in management and completed his MBA in 2014.In a city and state known to be a bit crazy about basketball, Ryan and his twin brother were members of the 1997 Bloomington High School North state championship team – the last single class champion in Indiana. Ryan is active in several local philanthropic organizations. A sports fanatic, he has coached a number of youth athletic teams in the community and also enjoys watching his three children and their sports teams compete. Alyce Zollman Associate Financial Advisor (812) 332-6333 (812) 323-3154 AZollman@rwbaird.com Alyce began her career in wealth management in 2004 after graduating magna cum laude from Ball State University’s Honors College with a degree in telecommunications. She also competed on the Cardinals’ women’s tennis team, and was a three-time Academic All-American. In addition to her financial advisory work, Alyce has provided market and economic commentary on multiple national news programs and publications, including The Wall Street Journal, CNN, The CBS Evening News with Katie Couric, and Fortune magazine. She holds the Series 7, 63 and 65 Securities Registrations, as well a Life, Health, and Long-Term Care Insurance license. She also earned the Accredited Asset Management Specialist℠ designation from the College for Financial Planning. Alyce is involved in a number of community organizations in Monroe and Lawrence counties, and serves on the board of directors of Cardinal Stage. She lives in Bloomington with her black Lab/dachshund mix, Dexter. Meet Our Client Specialists Keith Spiegel Client Specialist (812) 332-6333 (812) 323-3154 KSpiegel@rwbaird.com Keith has over 30 years of experience in the financial services industry. He graduated from Purdue University with a Bachelor of Science in Management. Keith holds the Series 7 and 63 Securities registrations. He is a member of Sherwood Oaks Christian Church and involved in activities there that reach the community in a variety of ways. He has been married to his wife Teresa for 32 years and, in his free time enjoys the outdoors, reading and traveling to Kansas to visit his daughter.As a Client Specialist, Keith’s top priority is providing a level of administrative and operational support to our clients that exceeds expectations and helps simplify their lives. Amanda Werhane Client Assistant (812) 332-6333 (812) 323-3154 AWerhane@rwbaird.com Amanda started her career in the wealth management industry in 2014. She graduated with a degree in telecommunications from Indiana University in 2010. Amanda provides support to our financial advisors while providing exceptional communication and timely administrative service to our clients. Alisa Kaylor Client Assistant (812) 332-6333 (812) 323-3154 AKaylor@rwbaird.com Alisa has been in the wealth management industry since 2010. She graduated from Indiana University with a Bachelor of Arts degree in history and anthropology, and also holds a Master of Arts in anthropology from Northern Illinois University.As a part of the Matthews Snyder Group, Alisa supports our employee retirement plans, as well as individual clients and families. Her goal is to empower and serve our clients using the core values of respect, accuracy, efficiency, and honesty. She is active in Rotary International. Heather Mullins Client Assistant (812) 332-6333 HMullins@rwbaird.com Heather has more than 21 years of experience in the financial planning industry. She is a graduate of Indiana Business College with an Associate’s Degree in applied science for executive administration. She has also served her community as a 911 dispatch operator and Bureau of Motor Vehicles representative. As a client assistant, Heather assists our financial advisors and clients with administrative and operational support to ensure a high level of service.