Matson Money
David Dabbelt is an experienced investment services professional currently serving as an Investment Services Specialist and New Accounts Coordinator at Matson Money since June 2021. Prior to this role, David worked as an Associate at Incline Wealth Advisors, LLC from April to August 2020. David has a background in customer service, having managed operations at SUNOCO GAS STATION between April 2017 and January 2019, where responsibilities included resolving customer service issues and building relationships with diverse clients. Earlier experience as an Inventory Specialist at CM Mockbee from August 2014 to July 2016 involved ensuring timely and accurate order deliveries and collaborating with sales personnel to acquire sales strategies. David Dabbelt holds a Bachelor of Business Administration degree in Finance from The Ohio State University, completed in 2021.
Matson Money
Matson Money is a multi-generational registered investment advisor company founded in 1991 by Mark Matson. They are transforming the investing experience by helping investors discover their true purpose for money and aligning client’s investment strategies with their values. Matson’s unique approach to investing is firmly grounded in Nobel Prize-winning academic investing principles. Matson Money is creating capitalism and investing as a tool for global prosperity. All investing involves risks and costs. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, assure profit, or protect against loss. Academic Advisory Board members receive compensation from Matson Money for their services; and in exchange, provide: independent consulting services to Matson Money leadership; co-author white papers; speak at Matson Money conferences; and provide insight to Matson Money processes generally within the scope of their area of expertise including but not limited to portfolio construction, asset allocation, mathematical principles, investor behavior, and/or statistical concepts, amongst others. Advertising disclosure: https://www.matsonmoney.com/advertising-disclosures