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Matthew B. Ulsas, CFP®Chief Compliance OfficerFinancial Planner24 years of service

Matthew B. Ulsas, CFP®
Chief Compliance Officer
Financial Planner
24 years of service

Matt graduated Cum Laude with Honors in Economics from Butler University. Matt joined Windsor in 1995.

Matt handles data collection and plan creation for Windsor’s financial planning department, as well as assisting with the implementation of plan recommendations. He is a member of Windsor’s Investment Policy Committee, and also assists in working with clients on the management of their investment portfolios. He serves as the Chief Compliance Officer for Windsor, overseeing all compliance and regulatory obligations. He also coordinates Windsor’s technology resources and initiatives.

Matt is a Certified Financial Planner (CFP®) and is a member of the Financial Planning Association of Greater Indiana, as well as the National Society of Compliance Professionals. He also serves on the Elder Board for Eagle Church as the Treasurer, and is active in leading Finance & Stewardship group studies for the church members.