Matthew Heller (CFP®, MBA)

Matthew Heller focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice

Additional Information

Matthew (Matt) Edward Heller is a partner at Day & Ennis.  He joined Day & Ennis in 2013 as a Senior Financial Planner.  He is also a CERTIFIED FINANCIAL PLANNER™ professional*.

Matt has worked extensively in financial planning for healthcare professionals. He managed the retirement plan and was the lead financial planner for Navicent Health. This is one of the largest healthcare retirement plans in the state. He also managed the Upson Regional Medical Center retirement plan prior to joining Day & Ennis.

Matt presently serves as an officer for the Central Georgia Estate Planning Council and sits on the Board for the Mercer University Student Management Investment Fund. He is also a member of the Rotary Club of Macon.

Matt is a 2014 graduate of Leadership Macon, which is sponsored by the Greater Macon Chamber of Commerce. He is an alum of GeorgiaForward’s Young Gamechangers. This leadership action program brings together 50 of Georgia’s brightest minds under the age of 40, to help solve persistent challenges of a selected Georgia community.

A native of Conyers, Georgia, Matt received his BS from Georgia Southern University in 2004. He received his MBA from Georgia Southern University in 2010 and completed the Executive Financial Planner Program through the Terry College of Business at the University of Georgia. He and his wife Jennifer have a son, Stone. Matt is an avid golfer and loves to travel.

 

NAPFA Start Date

June 25, 2013

Submit
Submit

This Office

125 Plantation Centre Dr S Ste 400 Macon, GA 31210-2079 Phone: (478) 474-7480 Fax: (478) 474-1980