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Matt Bernhardt, FPQPTM - Associate Retirement Plan Advisor

Matt joined DCM as a Client Services and Account Manager in January 2015, bringing along his knowledge and experience in investments and brokerage operations. He is native to Evansville.

Matt graduated from the University of Southern Indiana in 2006 with a Bachelor’s degree in Finance and a Minor in Marketing. After graduation Matt was offered a position with Fidelity Investments in Covington, KY where he gained broker/dealer operational experience on both the retail and Registered Investment Advisor (RIA) level. He was with Fidelity Investments for four and a half years, earning his Series 7 license. Matt was then offered a position with Old National Investments in Evansville, Indiana which allowed him a chance to move back home. Matt was with Old National for over two years as a Financial Advisor’s assistant. There, he learned front line customer service experience and also earned his Series 66.

Matt lives on the North side of Evansville with his wife, Bobbie and daughter Payton (1). Matt enjoys traveling, golf, attending sporting events and spending time with his family. He and his family attend Crossroads Christian Church.


Contact Info:
Office Phone: 812.402.1017
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