In his role as a Service Coordinator, Matt Sale is responsible for providing the support our advisors need to stay focused on helping their clients and building their businesses. Alongside the rest of the Operations & Support team, Matt works to assist our network of advisors with back-office tasks like paperwork and research, helping to free up their time for more client-facing activities.
A graduate of Bradley University with a bachelor’s degree in Finance and a minor in Economics, Matt joined the financial industry in 2021, bringing with him the customer service skills gained in his past positions in retail sales. He has obtained the FINRA SIE and Series 7 licenses and is working toward his Series 66 license. He is enjoying building off of the knowledge he gained through his degree while experiencing the day-to-day inner workings of the financial industry.
Originally from Canton, Matt currently lives in the Peoria, Ill., area.