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Matt Liffick, Advisor, CWS®

Matt Liffick, Advisor, CWS®

Wealth Manager

A born and raised Hoosier, Matt graduated from Cardinal Ritter High School before attending Indiana University-Bloomington where he graduated with honors. He currently holds Series 7, Series 63, and Series 66 securities licenses, and is also licensed to sell life, disability and long-term care insurance.

After joining Brunette & Associates, LLC in 2010, Matt found most people lacked knowledge of basic financial concepts and planning strategies. Motivated by a desire to work with and educate clients, he has steadily worked his way into the position of financial advisor. Though young, he feels he has a unique ability to not only work with clients approaching retirement, but to grow with clients in building their future.

“I would argue the most important things in life are health, happiness, and financial stability. I asked myself, how can something so integral to each and every one of our lives not warrant more detail and attention?”

In his spare time, Matt enjoys travel and live music, and has been actively involved in Big Brothers Big Sisters of Central Indiana since August 2012. An avid runner, Matt participates annually in the 500 Festival Mini Marathon and the Indianapolis Monumental Marathon.