Matt Rupert, CPA*, ChFC® | Advisor | Director of Research

After a decade working as a corporate tax accountant, Matt joined PalomarWealth in April 2019. His analytical background brings a calm, logical perspective to both team collaboration and the client experience. As an advisor, Matt focuses on helping clients clearly understand their financial opportunities and potential areas of concern, providing a thoughtful framework to build and implement effective financial plans.

Matt is a Registered Certified Public Accountant in Illinois and holds both the Chartered Financial Consultant (ChFC®) and Certified Student Loan Professional (CSLP®) designations. While his primary focus is advising clients, Matt continues to stay connected to his tax roots by operating a sole-proprietor income tax preparation practice.

Outside of work, Matt and his wife enjoy planning future travel as they raise their daughter and son. His faith plays an important role in his life, and his favorite Bible verse, John 3:16, reflects what he considers the greatest gift of all: “For God so loved the world that he gave his one and only Son, that whoever believes in him shall not perish but have eternal life.”

• Education & Credentials

  • M.S. and B.S. in Accounting, Bradley University
  • Registered Certified Public Accountant (Illinois)
  • Series 65 License
  • Life & Health License
  • Chartered Financial Consultant (ChFC®)
  • Certified Student Loan Professional (CSLP®)

   

  Professional & Community Involvement

  • Member, PalomarWealth Investment Committee
  • Central Illinois Autism Association, Board member and Clerk
  • Girl Scouts Troop 4289

*Certified Public Accountant (CPA), credentials awarded by the State Accountancy Board. Not a practicing CPA and cannot provide tax or accounting advice or services. Thrivent and its affiliates are not CPA firms.