Matt Roop, CFP®, CEPA
Wealth Manager & Shareholder
Meet Matt, a seasoned Wealth Manager who assumes the role of a personal “chief financial officer” for his clients, orchestrating strategies to amplify their overall wealth. His mission revolves around meticulously overseeing every facet of his clients’ financial landscapes, eradicating blind spots, and enhancing their financial clarity. Matt’s expertise shines in catering to the distinct needs of lawyers, engineers, and business owners, empowering them to embrace their passions and lead their optimal lives.
Drawing from a career spanning back to 1997, Matt’s involvement in the investment and wealth management realm has been marked by his tenure at Charles Schwab & Co., Inc., as well as a boutique Indianapolis-based independent advisory firm. Before joining Deerfield in 2015, he briefly ventured into his family’s closely-held business, adding valuable dimensions to his experience.
Matt’s educational journey encompasses a Bachelor of Science degree from Indiana University and a Master of Business Administration (MBA) from George Washington University. He’s not only a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional but also a NAPFA Registered Financial Advisor, emblematic of his dedication to financial excellence. His credentials further extend to the Certified Exit Planning Advisor (CEPA) designation, a specialized domain focusing on the intricate preparation of privately held companies for seamless business transition. His active memberships within the Exit Planning Institute, National Association of Personal Financial Advisors, and the Estate Planning Council of Indianapolis underscore his commitment to staying at the forefront of his field.
Matt’s personal narrative intertwines with his wife, Kimberly, as they reside in Carmel, IN, nurturing four children who are all pursuing their college dreams, including their eldest daughter’s journey through medical school. Kimberly, a former officer in the United States Air Force, now holds a prominent position at Elevance Health.
Beyond his professional endeavors, Matt’s altruism takes center stage. He actively contributes to his Indianapolis community by delivering meals to seniors through Meals on Wheels of Hamilton County, championing senior well-being. He also assumes a role on the Executive Leadership Team for the Indiana Alzheimer’s Association’s Walk to End Alzheimer’s, further exemplifying his commitment to meaningful causes. In his downtime, Matt’s passions include avid reading, quality time spent with family and close friends at their southern Indiana lake house, and embarking on family vacations comprised of fishing, hunting, hiking, and beach escapades.
Matt’s journey is a testament to his dedication to financial stewardship, continuous growth, and his unyielding commitment to enhancing the lives of both his clients and his community.