11550 N. Meridian St. Suite 100 | Carmel, IN 46032 | 317.705.9102
Matt Sigler, CFP®
Vice President Managing Director, Private Wealth Advisory
Matt Sigler, CFP®
Vice President - Managing Director, Private Wealth Advisory 317.705.9117
With more than 20 years of financial experience, Matt provides comprehensive financial guidance to business owners, physicians, corporate executives and other high net worth individuals and families. Matt and his team work with clients to build and execute customized financial plans designed to meet their goals and objectives, providing the highest level of service while implementing unbiased investment management, retirement planning, risk management, income tax planning and estate planning solutions.
Matt, who received a bachelor’s degree from DePauw University in Greencastle, Ind., is a Certified Financial Planner® and a member of the Financial Planning Association (FPA) of Greater Indiana. He is a native of Carmel and currently serves on the board of directors for the Muscular Dystrophy Family Foundation (MDFF).
James Crowley Officer & Private Wealth Advisor | 309.495.4347
As a Private Wealth Advisor, Jim applies the skills, experience and knowledge gained from practicing law as an attorney in Peoria County in the administration of his assigned accounts. He assists clients with their legal counsel regarding estate planning, administrative and investment matters. Jim received his bachelor's degree from Drake University, his Masters in Intellectual Property and his Juris Doctor from the University of New Hampshire School of Law.
Jim is a member of the Illinois State Bar Association. He was a board member and the vice president of A.N.S.W.E.R.S., a nonprofit organization devoted to providing resources, education and support to those affected by autism spectrum disorders and also served on the board for Heart of Illinois Harvest. Originally from Lake St. Louis in Missouri, Jim now resides in West Peoria with his wife and son.