Moe Mathy

MY PROFESSIONAL APPROACH

As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.

My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your plans for retirement? Are you transitioning your wealth to the next generation?

As we discuss these issues, we’ll work side-by-side to evaluate you current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.

MY BACKGROUND

A veteran of the financial services industry since 1988, I am passionate about providing my clients with personalized, comprehensive financial advice and portfolio management based on their specific goals and objectives.Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2016 as a financial advisor in our Naperville, IL, office.

Outside of work, I like to spend time with my wife, Yvonne, and our two children—Marc and Mary Kate. Whether it’s hiking, canoeing or just walking my dog, I enjoy being outdoors. As a Licensed Professional Counselor and meditation teacher, I like to study East Asian religions and meditation practices and integrate these areas into my volunteer work.

AREAS OF CONCENTRATION

• Asset Allocation
• Business Owners
• Education Planning Strategies
• Financial Planning Strategies
• Investment Strategies
• Retirement Planning
• Wealth Management

EDUCATION

• Benedictine University, Master of Science Degree in Clinical Psychology
• Keller Graduate School of Management, Master of Business Administration Degree
• Earlham College, Bachelor of Science Degree

My Community Activities

• Social Service Agency, Mental Health Care Counselor Volunteer