Meet Our Team | Resource Planning Group

    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

    For over 28 years, Matt has been a financial advisor helping individuals, families, and businesses achieve their financial goals by providing strategic advice on investments, tax reduction, retirement income, and estate and charitable transfers. He is committed to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients' lives.

    In 2004, along with his father and Steve Cooper, CPA, Matt helped establish an independent financial services firm called Resource Planning Group, LLC. The firm serves a unique group of successful business owners, executives, and professionals that share a common goal of fiscal responsibility balanced with generosity. Matt is the managing member of the firm.

    Matt is a strong strategic thinker and serves his clients well in developing both financial and personal long-term goals and objectives. His passion for family and faith continually shape his thinking, and he is driven to be known as a wise and faithful steward.

    Keith Waterman

    Senior Financial Advisor

    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 reach 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 personal and family IRA 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 FINRA Series 7 and 66 securities registrations and is a registered investment advisor representative.

    In addition to finance, Keith also spent 10 years in the insurance industry managing $20+ million territories and was involved in all aspects of risk management, marketing, and individual customer service. This role comprised several states in the Midwest and East Coast, where he launched new territory expansions, as well as enjoyed honored company achievements such as the #1 revenue-generating sales manager. Most recently, Keith was the assistant vice president of private lending at the #1 lender in Indiana and helped them grow to over $100 million in Indiana alone.

    Keith and his wife, Annette, were married in Hilton Head, South Carolina, and currently live in Carmel, Indiana, where they enjoy playing competitive tennis, hiking, exercising, and entertaining 16 nieces 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 has been with Resource Planning Group since 2011. While Joshua was getting his degree in finance and economics from Indiana University Kokomo, he worked at Resource Planning Group as an intern and client service representative. Upon graduation in 2014, he transitioned into a financial advisor role, where he began picking up his own clients as well as serving existing clients of Resource Planning Group. He provides individual investment management and financial planning for individuals and also serves as a relationship manager and investment advisor for retirement plans. Joshua is actively involved in his church and loves spending time with friends and family.

    Karen Beiswenger

    Office Manager

    Matthew Weaver

    Client Service Manager

    Matthew graduated from Grace College in Warsaw, Indiana, with a double major in general business and sports management. During his time at Grace, Matthew helped run the intramural program, coached the ultimate frisbee team, and played on the JV soccer team all while consistently staying on the dean’s list. After graduating with a BS, Matthew initially started his career in home improvement sales. In his first full year of sales, Matthew sold more than $1.4 million and was in the top 10 sales reps of the over 130 representatives in the company. During his short time in sales, Matthew made it a priority to completely pay off his college debt and manage his own finances in a prudent way. While his goal in sales was to serve and educate customers to make wise decisions that positively impact their home, Matthew is excited to educate in a different way that has an even greater impact on clients’ future.

    Claire Burke

    Client Service Associate

    Tom Burke

    Co-Founder, Senior Relationship Manager, and President Emeritus

    Steve Cooper

    Co-Founder and Retired Financial Advisor