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Meet Our Team

Meet Our Team

While you may only meet a few members of our team, it’s important to understand that we are a team working together to meet all our clients’ financial needs.

Matt Burke

Co-founder, Managing Member, and Senior Financial Advisor

Matt@RPGindy.com

For more than 30 years, Matt has dedicated his career to helping individuals, families, and businesses achieve their financial goals. As a seasoned financial advisor, he provides strategic guidance in the areas of investments, tax reduction, retirement income, and estate and charitable planning. His mission is to deliver high-quality advice and integrated wealth management solutions that simplify complexity and enhance the quality of life for his clients.

In 2004, Matt co-founded Resource Planning Group, LLC, alongside his father and Steve Cooper, CPA. As the firm’s managing member, he leads a team that serves a distinctive group of business owners, executives, and professionals who share a commitment to fiscal responsibility and generosity.

Matt is recognized for his ability to think strategically and help clients establish both financial and personal long-term goals. His passion for family and faith shapes his perspective, and he strives to be known as a wise and faithful steward. Beyond his professional endeavors, Matt has served in multiple community organizations and remains deeply committed to giving back.

He and his wife are proud parents of five grown children, and family continues to be a central influence in his life and work.

Keith Waterman

Senior Financial Advisor

Keith@RPGindy.com

For over 20 years, Keith has been in the financial services field monitoring financial markets for individuals and families while helping them manage risk and pursue their financial objectives.  He is committed to providing uniquely focused wealth management and investment solutions designed around each individual client’s risk tolerance and personal goals.

Keith graduated with a degree in finance and did his own trading at an early age.  He went on to manage client, business, and personal investment accounts as well as FOREX trading accounts involving global currency interactions and exchanges.  His experience and success in those areas taught him the importance of capital preservation and careful management of individual risk.  Keith currently holds both his Series 7 and Series 66 licenses and is an Investment Advisor Representative of Osaic

In addition to finance, Keith also spent 10 years in the banking and insurance industry managed $40+ million-dollar territories and was involved in all aspects of risk management, marketing and individual customer service.  This role comprised of several states in the Midwest and East coast where he launched new territory expansions. Keith was the Assistant Vice President of Private Lending at one of the largest Indiana lenders and helped them grow to over $100 million. 

Keith and his wife Annette were married in Hilton Head, South Carolina and currently live in Carmel, Indiana where they enjoy playing competitive tennis, pickleball, exercising, and entertaining 19 niece and nephews.  Keith is family oriented and has enjoyed coaching baseball, basketball and tennis at all levels.  

Lastly, Keith is a hard worker and always puts his clients’ needs first.  He enjoys people and is a good listener and communicator in both business and personal relationships.  Keith believes in spiritual leadership and strives to be known as an insightful and diligent advisor.  

Joshua Weaver

Senior Financial Advisor

Joshua@RPGindy.com

Joshua Weaver has been serving clients with Resource Planning Group since 2011 and became a financial advisor in 2014 after earning his degree in finance and economics from Indiana University Kokomo. He partners with individuals and families on financial planning and investment management, helping them make confident, values-driven decisions for the future. In addition, Joshua works with companies on their retirement plans, serving as a relationship manager and advisor with a special focus on employee engagement and education.

Faith and relationships are central to Joshua’s life. He is actively involved in his church and, outside of work, enjoys spending time outdoors and traveling with his wife, Sarabeth. They were married in April 2024 and recently welcomed their daughter, EllieKate, in June 2025. Whether at work or at home, Joshua is passionate about stewardship, community, and making the most of each season of life.

Matthew Weaver

Financial Advisor

Matthew@RPGindy.com

Matthew joined the RPG team in 2021 following two years of standout performance in home improvement sales. Since then, he has earned both the CFP® and CKA® designations, equipping him to serve clients with clarity, care, and a strong foundation in financial planning.

Matthew’s work is defined by a commitment to service and long-term relationships. He works closely with individuals and families to build meaningful financial plans, monitor progress, and adapt along the way. Helping clients pursue long-term financial wellness through a relationship grounded in trust and ongoing collaboration is at the core of Matthew’s practice.

He also partners with business owners to support their company retirement plans, helping manage fiduciary responsibilities, guide investment selection, and provide impactful participant education. His goal is to make 401(k) plans not only compliant, but valuable tools for both employers and employees.

A 2019 graduate of Grace College with a double major in business and sports management, Matthew began his financial services career in a support role while pursuing licensing and certification. That same diligence and humility continue to guide his approach with every client.

Outside of work, Matthew and his wife are active in their church community and love raising their daughter. As a family, they enjoy spending time outdoors and staying active, especially playing volleyball and ultimate frisbee.

Claire Burke

Client Service Associate

Claire@RPGindy.com

Claire joined the Resource Planning Group team in 2019 while completing her marketing degree at the Kelley School of Business. Over the past several years, she has served in a client service role at the firm and recently transitioned to working as a paraplanner for Matt Burke. Claire has a passion for helping people and keeping things organized. In her free time, you can find her spending time with friends, hosting a book club, planning fun events for her Bible study, or out on the pickleball courts!

Tom Burke

Co-Founder, Senior Relationship Manager, and President Emeritus

Tom@RPGindy.com

Steve Cooper

Co-Founder and Retired Financial Advisor