As I reflect on 2024, I’m reminded that success isn’t just measured in financial gains or professional achievements. It’s found in the relationships we nurture, the gratitude we practice daily, and the hope we foster. This year has been a journey of growth, both personally and professionally, and I’d like to share how gratitude, hope, and giving back have shaped my experiences.
Gratitude: Starting Each Day With Intention
Gratitude has been a guiding principle for me this year. Every morning, I try to take a few minutes to read my Bible and center myself with a cup of coffee alongside my wife, Kimberly. This simple routine brings a sense of peace and purpose that carries me through the day. One of the things I’ve been most thankful for in 2024 is my wife’s retirement after 19 years with Anthem. Having more time together has been a true blessing, and it’s made me even more grateful for the life we’ve built.
Hope: Looking Forward With Optimism
Watching my children ease further into adulthood this year has filled me with pride. Their achievements are the fruits of years of hard work, and as I feel their excitement, I can’t help but be optimistic! With our children becoming more independent, Kimberly and I have begun planning travel adventures we’ve always wanted to experience. We have so much to look forward to in 2025!
Giving Back: Finding Purpose Through Service
Giving back has always been important to me. Serving through Meals on Wheels in 2024 has been particularly fulfilling. I have the privilege of delivering meals to people who may not have family or friends to support them. These individuals often live in isolation, and the simple act of bringing them a meal not only meets a basic need but brings connection. Each time I make my deliveries, I’m reminded of how fortunate I am to have support in my life. It’s humbling to see how much a small gesture can mean to a neighbor.
In addition to Meals on Wheels, my wife and I have continued to support causes close to our hearts, including the Alzheimer’s Association and Special Olympics Indiana. We look forward to kicking off 2025 with the Kate Cares Gala, in support of those experiencing stillbirth. These moments remind me that giving our time and resources are powerful ways to bring hope and joy to others.
Balancing Work and Life With Technology
One of the things I am most thankful for is the flexibility technology provides, allowing me to stay fully accessible and responsive, no matter where I am. Whether having lunch with my daughter downtown or working remotely from our lake house, I am always closely connected with my clients. This isn’t about working less—it’s about working smarter. I’m able to deliver high-quality service to my clients while still enjoying meaningful moments with my family and friends. It’s a balance I deeply value.
Excitement for 2025: Personal and Professional Growth
I am excited about 2025! Personally, I’m considering training for a triathlon, and my wife and I are planning international travel and new experiences together. Professionally, I look forward to continuing to support our clients and share in their journey as they achieve important milestones in their own personal and professional lives.
Reflecting on 2024 With Gratitude, Hope, and Generosity
I’m filled with gratitude for the many blessings 2024 has brought, from cherished moments with family and friends to new opportunities for growth. Gratitude, hope, and giving back have shaped my approach to life and work, and they align closely with our Wealthwhile℠ philosophy at Deerfield Financial Advisors. Living Wealthwhile℠ means using your resources to focus on what’s truly meaningful in your life—whether through family, community, or pursuing personal passions.
As we move into 2025, I’m carrying these values forward. Whether spending time with loved ones, setting new goals, or giving back, it’s all about making life more fulfilling in ways that matter most.
If you’re looking to build a future rooted in your own values and dreams, I’d love to partner with you. Together, we can explore how to create more of what is truly worthwhile in your life. To learn more about how to live your WealthwhileSM, call (317) 644-7701 or email mroop@deerfieldfa.com.
About Matt
Matt Roop is Wealth Manager and Shareholder at Deerfield Financial Advisors, a fee-only financial advisory and wealth management firm with offices in Indianapolis and Chicago. In his role, Matt serves as a personal “chief financial officer” for his clients, overseeing every facet of their financial landscapes, orchestrating strategies to grow their wealth, and enhancing their financial clarity. Catering to the specific needs of his clients, whether lawyers, engineers, or business owners, he empowers them to embrace their passions and lead their optimal lives. Matt conveys a depth of experience and a calm demeanor that clients find reassuring, and he loves providing peace and confidence around their financial future.
Matt received a Bachelor of Science from Indiana University and a Master of Business Administration (MBA) from George Washington University. He is a NAPFA Registered Financial Advisor and holds the CERTIFIED FINANCIAL PLANNER® and Certified Exit Planning Advisor (CEPA) designations. Committed to staying at the forefront of his field, he is actively involved with the Exit Planning Institute, National Association of Personal Financial Advisors, and the Estate Planning Council of Indianapolis. Since 1997, Matt has been involved in the investment and wealth management realm, with experience at Charles Schwab & Co., Inc., as well as a boutique Indianapolis-based independent advisory firm and a brief stint supporting his family’s closely held business.
Outside the professional realm, Matt serves his Indianapolis community by volunteering for Meals on Wheels of Hamilton County and is on the Executive Leadership Team for the Indiana Alzheimer’s Association’s Walk to End Alzheimer’s. He is dedicated to financial stewardship and continuous growth, with an unyielding commitment to enhancing the lives of both his clients and his community. Matt and his wife, Kimberly, reside in Carmel, IN, with their four children, who are all pursuing their college dreams. When he’s not working, he enjoys traveling, reading, and spending time at his lake house in southern Indiana with family. To learn more about Matt, connect with him on LinkedIn.
