Matt Kurelic

Matt Kurelic has a strong background in financial planning and analysis. Matt is currently working at Enlace Health as the Director of Financial Planning & Analysis, a role they started in February 2022. Prior to that, they worked at Cardinal Health, where they held various roles including Manager of Strategy & Execution from January 2021 to February 2022, Manager of Financial Planning and Analysis from January 2019 to December 2020, Supervisor of Deal Modeling from February 2018 to January 2019, and Advisor of Deal Modeling from October 2016 to February 2018. Before joining Cardinal Health, Matt worked at The Chaddock Group, a private wealth advisory practice of Ameriprise Financial Services, Inc., where they were a Financial Advisor from March 2016 to September 2016, a Paraplanner from May 2015 to February 2016, and an Intern from July 2014 to May 2015. Matt also gained internship experience at The Dunlap/Faulkner Group, Morgan Stanley Wealth Management from August 2013 to July 2014.

Matt Kurelic earned a Bachelor's degree Summa Cum Laude with Departmental Honors in Finance & Economics from Otterbein University. In addition, they obtained several certifications including the Accredited Asset Management Specialist from the College for Financial Planning in April 2016, the Life, Health & Accident Insurance certification from the National Insurance Producer Registry in January 2016, the Uniform Combined State Law - Series 66 certification from NASAA in December 2015, and the General Securities Representative - Series 7 certification from the Financial Industry Regulatory Authority (FINRA) in September 2015.