Our Associates

Matt Liffick

Certified Wealth Strategist (CWS)
8888 Keystone Crossing, Suite 1600
Indianapolis, IN 46240

Matthew (Matt) Liffick was born and raised in Indianapolis, Indiana, with the exception of a brief time living in Honolulu, Hawaii during childhood. A proud graduate of Cardinal Ritter High School (2006), he went on to earn a Bachelor of Science degree in Public Financial Management with a minor in Economics from Indiana University–Bloomington in 2010.

Matt began his professional career in financial services in August 2010 as a registered back office assistant with Brunette & Associates. In 2012, he transitioned into his role as a Financial Advisor, where he discovered his true calling—helping individuals and families achieve their financial goals. After nine successful years with Brunette & Associates, Matt joined WestPoint Financial Group in August 2019, where he continues to serve clients with dedication and passion.

Outside of work, Matt enjoys staying active through running, cycling, and golf. He is also passionate about giving back to the community and has volunteered with Big Brothers Big Sisters of Central Indiana. In his free time, he loves traveling, attending live concerts, and cheering on his favorite sports teams. Matt shares his life with his girlfriend, Mackenzie, and their beloved cat, Sammy.

Main areas of Focus
  • Retirement Income Planning
  • College Funding
  • Financial Education & Literacy
  • Protection Planning
  • Legacy & Estate Planning
15+Years Experience
A man with short hair, glasses, and a mustache smiles while wearing a beige quilted vest over a white shirt, standing in front of a blurred background.

Education

Indiana University–Bloomington
Public Financial Management, Economics

Licenses

Series 7, Series 63, Series 66, SIE
CA Insurance License #4102136

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