Dan joined Hilliard Lyons in 2006 after beginning his career in the financial services industry in 1996. He graduated from Indiana University with a Bachelor of Science in Marketing and Psychology, and also played on the 1990 Hoosier Soccer team which advanced to the Final 8 in the NCAA tournament. Matthews holds the Series 6, 7, 63, 65, and 31 Securities Registrations, as well as a Life, Health, and Long-Term Care Insurance license. Dan also carries the Accredited Asset Management Specialistsm designation from the College for Financial Planning.
Along with comprehensive financial and investment planning, Dan also has extensive experience in retirement income planning, with a focus on annuities, as well as group benefits, employee retirement plans, and business succession planning. Matthews also serves as our team’s expert in the areas of life, disability, and long-term care insurance.