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Putting trust and integrity first, we make financial planning understandable and comfortable every step of the way. The Financial Planning process that we provide is comprehensive and unbiased. We do not work for a particular company or financial institution; we only work for you.
Every recommendation is tailored specific to you, with your best interest in mind. Individuals respond differently to communication, presentation and explanation styles, and it is extremely important for us to address those styles and meet your expectations. Every investment client is first a financial planning client; it's important to go through that process before making any professional investment recommendations.
Matthew has been working in the Financial Services industry since 1997. He graduated from Shippensburg University with a Bachelors Degree in Business Administration majoring in Finance with an Economics minor. He spent the first five years at a full service brokerage firm and a mutual fund company's field force uncovering many ways to help his clients in the financial services industry. While there, his business and professional relationships grew to a point where he knew, both personally and professionally, that it was in his clients best interest for him to seek a completely independent broker/dealer. Matthew is one of the Managing Partners of Stout Bowman & Associates. Matt is recognized as a local financial expert by FOX43 Morning news and has appeared numerous times on the TV news and in local newspapers and magazines. Active in his community, he is a Past President Advisory Board Member of the KUSBDC where he delivered both free and fee seminars to small business owners. He is a member of the Financial Planning Association, The Million dollar Round Table (MDRT), and the Mechanicsburg Chamber of Commerce. He and his wife Heather, a professional Interior Designer, turned stay-at-home-mother of three, live in Mechanicsburg with their children Hunter, Tanner, and Alexis. Matthew volunteers his time by coaching both youth football and youth baseball.
Marc has been working in the Financial Services industry since 1998. Marc graduated from Shippensburg University with a Bachelors' Degree in Science. He spent 13 years working for a Mutual Fund Company in a top regional office that focused on financial planning as a cornerstone for meeting clients' financial needs. As one of the Managing Partners at Stout Bowman & Associates, Marc is passionate about using financial planning to help clients reach their financial goals. Understanding that every individual's economic and life situation is unique, he believes that personalized planning and service is essential when matching clients with the right financial products and services. As a way to continue his professional development, Marc is currently working to attain the Certified Financial Planner designation. Marc and his wife Kori, live in Palmyra and have teenage twins. Away from work, Marc enjoys playing and coaching soccer as well as spending time with friends and family. He is active in his community, serving as a former soccer board member and Middle School Soccer Coach.
Investment Advisor Representative
Paul has been working in the Financial Services industry since 2004. He graduated from Texas A&M University with a Bachelors of Science degree in Physics, and an MBA in Management. He spent 27 years working for IBM as a Systems Engineer, supporting marketing representatives in the Marketing Division. After retiring from IBM, Paul joined a mutual fund company and developed his financial and investment planning skills. As an asset manager, Paul believes in the value of a written, comprehensive financial plan to guide his clients in achieving their financial and personal goals. Paul and his wife, Jody, live in Hampden Township. A licensed pilot, Paul enjoys flying his private airplane to interesting locations in the Northeast — “interesting” being defined by his wife as “a place with a lot of antique shops.”
Investment Advisor Representative
David graduated from Penn State University with a Bachelors of Science degree. Before entering the Financial Services industry in 2013, he spent 6 years in the health and fitness industry, successfully building and leading a division of a nationally recognized fitness franchise. Over those 6 years, he developed a comprehensive fitness planning approach, successfully identifying client needs and implementing strategic, individualized programs to help each client meet their goals. As a financial planner and wealth manager, David continues to find value in an individually written financial plan as the cornerstone for success for his clients. When he is not at work, he enjoys spending time with friends and family. An avid outdoorsman, he also enjoys hunting, skiing, and hiking.
Stout Bowman & Associates is a Registered Investment Advisory firm with an office in Mechanicsburg, PA. If you are a licensed advisor and interested in exploring the opportunities offered by the RIA business model, then please use our contact page to let us know.