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Matthew B. Ulsas, CFP®Chief Compliance Officer and Managing Principal27 years of service

Matthew B. Ulsas, CFP®
Chief Compliance Officer and Managing Principal
27 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.

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 is a past Elder/Treasurer for his church, and is still active in leading Finance & Stewardship group studies for the church members, as well as assisting with Church Security.

Matt and his wife, Christy, live in Westfield with their two children.