As Executive Vice President, Matt Milburn brings over two decades of experience in financial planning and leadership. He began his career with the firm in Indianapolis in 2002, and in 2010, he took on the challenge of establishing and managing the Peoria district office. Under his leadership, the office grew into a cornerstone of WestPoint’s regional success.
In January 2018, Matt returned to Indianapolis to lead a new team of advisors while continuing to oversee operations across central Illinois. His strategic vision, mentorship, and commitment to excellence have played a pivotal role in shaping the firm’s growth and elevating the client experience.
Matt holds a Bachelor of Science in Corporate Finance and Financial Institutions from Ball State University. He earned his Chartered Financial Consultant® (ChFC®) designation in 2012, followed by a Master of Science in Financial Planning with a concentration in Retirement Income Planning in 2022. He also holds the Certified Financial Planner™ (CFP®) and Retirement Income Certified Professional® (RICP®) credentials, underscoring his depth of knowledge in guiding clients through complex financial and retirement decisions.
Originally from Greencastle, Indiana, Matt now resides in Zionsville with his wife, Rachael, and their three children—Caroline, Gage, and Oliver. Outside of work, he’s a passionate history buff and movie enthusiast and serves on the Zionsville Park Board. A loyal sports fan, Matt enjoys cheering on the Indianapolis Colts and his alma mater, the Ball State Cardinals, often alongside his kids.
