Meet the Team
Matt Milholland, CFP®
Matt Milholland brings experience from multiple other local financial entities to the practice. He is best known for helping a select group of individuals and business owners execute major financial decisions. Matt truly enjoys that Milholland Financial Group is a relationship-based business and feels blessed to work with such amazing families. Prior to joining, Matt was a Financial Advisor at Skylight Financial Group, MetLife Premier Client Group and McCloy Financial Services. He earned a B.S. in Finance from Indiana Wesleyan University where he also played golf for four years. He also earned his CERTIFIED FINANCIAL PLANNER™ designation in 2018.
Matt is a resident of Marysville and in his personal time, you will find him spending time with his wife, Annie, and their two dogs Scooter and Cammie. He enjoys playing golf, skiing and recreational firearms. Matt supports the local community through organizations such as Search Ministries and Marysville Grace Church. A fun fact about Matt: he once broke Jack Nicklaus’ driver while caddying for him at Muirfield Village Golf Club.