Matt Koehling, AAMS®, CPFA, AIF®
Login to view DISC.Matt Koehling is a Financial Advisor with wR² Advisors of Raymond James, specializing in comprehensive financial planning for families and businesses. He holds AAMS®, AIF®, and CPFA certifications and earned a Bachelor of Business Administration from Judson University, where he also played on the basketball and golf teams.
Outside of work, Matt is deeply involved in his community, volunteering for Habitat for Humanity and the Midwest Food Bank. He enjoys woodworking, DIY projects, and spending time with his wife and three children. He is an avid fan of Indianapolis sports and enjoys golfing at local courses.
He serves on the Board of Directors for his alma mater, Judson University, and for the local community organization Restore Old Town Greenwood.
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Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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