Matt Koehling, AAMS®, CPFA, AIF®
Critic · DISC type CMatt 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.
Read the full overview →How Matt shows up
Unless the value is proven by data, they are unlikely to value fancy features. They like to take decisions independently and do not seek others' support often. They prefer to analyze logically and value objective facts over emotions.
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DISC profile (public)
Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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