The biggest risk of all is not taking one.  Mellody Hobson

With over 9 years of financial services experience, Matt Kline is a Herbein Financial Group* investment advisor representative.

Before starting his career as a financial advisor, Matt worked for JPMorgan Chase in the private banking sector as a middle office analyst, supporting the derivatives trading desks. He has also worked at Morgan Stanley analyzing profit & loss for all fixed income/equity divisions. Matt works closely with clients to implement wealth and risk management strategies for a wide range of clients.

*Herbein Financial Group, LLC is a registered investment advisor, and this page contains general information that is for informational purposes only and not to be construed as a solicitation to buy or sell any security, or as an offer of investment advice.

Focused On

  • Wealth & Risk Management Strategies for Institutions and High Net Worth Clients
  • Retirement Plan Fiduciary Consulting
  • 401(k) Plans, 403(b) Plans & 457 Plans

Education & Certifications

  • BS, Finance, Saint Vincent College
  • FINRA Series 65 License