Matthew E. Volkman, CPA, PFS, CFP^®

Financial Advisor

Education

Indiana University, Bloomington: B.S. Business Accounting
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)
Certified Financial Planner^™

Experience

“I began my career in public accounting with George S. Olive, LLC (now BKD, LLP) in Indianapolis. Before joining Pettinga Financial in 1995, I served with The Windsor Group, a Registered Investment Advisor in Indianapolis.”

Special Strengths

Investments
Estate Planning
Financial Planning
Taxes
Charitable Estate Planning
Closely Held Businesses
Intergenerational Wealth Transfer
Succession Planning