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Matthew B. Ulsas, CFP®Chief Compliance Officer and Managing Principal28 years of service

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

Matt is the Chief Compliance Officer and Managing Principal of Windsor. He has over 27 years of service and handles data collection and plan creation for Windsor’s financial planning department, as well as assisting with the implementation of plan recommendations. He is also a member of Windsor’s Investment Policy Committee and assists in working with clients on the management of their investment portfolios. Matt oversees all compliance and regulatory obligations at Windsor.

Matt is a CFP and is a member of the FPA 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 graduated from Butler University before joining Windsor in 1995. He and his wife, Christy, live in Westfield with their two children.