Mr. Matthew Barnard, CFP®

Sullivan Mermel, Inc.

Contact Details

Sullivan Mermel, Inc.
3744 N Southport Ave
Chicago, IL 60613
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Primary: (773) 404-9344
Mobile: (309) 825-8939


Matthew is an associate financial planner with Sullivan Mermel, Inc. He previously graduated with a bachelor’s degree in Consumer Economics with a focus in Financial Planning from the University of Illinois at Urbana-Champaign.  This is where he first experienced the Alliance of Comprehensive Planners (ACP) financial planning methods, through an internship with Karen Folk and Jake Kuebler in 2010.  He then went on to acquire a master’s degree in Personal Financial Planning from Texas Tech University.

Matthew has been in the industry for 8 years.  Before rejoining the fee-only financial planning space, his experience ranged from trading for the retail clients of Fidelity Investments to creating financial plans for clients from the home office of COUNTRY Financial. He has been a CERTIFIED FINANCIAL PLANNERTM since 2015.

Matthew and his wife, Deena, live in Chicago with their two dogs. They enjoy watching the Cubs at Wrigley Field, trying out new food venues, and exploring the city.

Professional Credentials/Designations

  • CFP®

Accepting New Clients

  • Yes