John Mateyko, a financial planner with over two decades of experience, lives in Serenbe, Georgia. He began his finance journey in 1994 at Augustana College, where he studied business and philosophy. This unique combination of disciplines has been pivotal in navigating the complexities of the corporate finance world.

John Mateyko Headshot

Always committed to staying at the forefront of his field, John has consistently updated his knowledge base, aligning with the ever-evolving financial landscape. His pursuit for excellence led him to earn several key certifications: Wealth Management Certified Professional (WMCP) and Retirement Income Certified Professional (RICP) from The American College of Financial Services, Portfolio Management Advisor (APMA) from the College for Financial Planning, and a Certified Investment Management Analyst (CIMA) certificate from Yale School of Management. These qualifications have been instrumental in honing his financial planning and investment advisory skills.

John’s extensive experience encompasses roles at prestigious firms like Morgan Stanley, Atlas Securities, JP Morgan Chase, and Fifth Third Securities. Currently, as a Managing Partner and Fiduciary Financial Planner at IDEX Financial, he has established himself as a high-performing advisor, recognized for his exceptional client service and ability to drive sales and manage large portfolios. He has been instrumental in helping IDEX Financial become one of the most respected names in the financial industry. He is passionate about providing the best possible service to his clients and is committed to helping them achieve their financial goals.

Specializing in retirement income planning, John excels in demystifying this complex area for his clients, helping them prepare for a fulfilling retirement. His RICP certification is a testament to his expertise in creating sustainable retirement income strategies tailored to individual needs. He has a deep understanding of current tax laws and their impact on retirement planning. He is committed to providing clients with the best retirement planning advice and services. His dedication to helping his clients is unparalleled.

Outside the office, John’s life revolves around his family. He enjoys exploring diverse locales, from the urban charm of Serenbe to the bustling streets of Chicago’s Old Town. A former youth basketball coach, John is passionate about wellness and enjoys participating in local dog shows with the family’s beloved dog, Rosco.

Discover more about John’s professional journey by following him on social media!

Volunteering 101: How to Get Started and Make an Impact

Volunteering is a powerful way to give back to your community, positively impact, and gain valuable experiences. Whether you’re interested in local projects or venturing abroad, there are countless opportunities to contribute your time and skills. 

Identify Your Passions and Interests

Begin by reflecting on your passions and interests. Consider the causes or issues that resonate with you the most. Are you passionate about education, the environment, social justice, or healthcare? Identifying your interests will help you find volunteer opportunities that align with your values, ensuring a more fulfilling experience.

Research Volunteer Organizations

Once you’ve identified your interests, research volunteer organizations that focus on those areas. Use online platforms like volunteer-matching websites or local community directories to find opportunities near you. Look for reputable organizations with a clear mission, positive reviews, and transparent practices.

Define Your Availability and Commitment

Determine how much time you can dedicate to volunteering. Consider your work schedule, personal commitments, and the level of involvement you seek. Some opportunities require a long-term commitment, while others may be more flexible. Be honest about your availability to find a role that suits your schedule.

Prepare for Volunteering Abroad

If you’re interested in volunteering abroad, there are additional considerations. Research the country, culture, and local customs to understand the context in which you’ll be volunteering. Seek advice from experienced volunteers or organizations that specialize in international volunteering. Take the time to learn basic phrases in the local language to facilitate communication.

Attend Volunteer Orientations and Training

Many volunteer organizations offer orientations or training to familiarize volunteers with their work and expectations. Attend these sessions to gain valuable insights, learn about the organization’s mission, and understand your role. Orientations may cover safety protocols, cultural sensitivity, and specific instructions related to your volunteer project.

Build Relationships and Collaborate

Volunteering is not just about the work you do; it’s also about the relationships you build. Collaborate with fellow volunteers, project coordinators, and community members. Listen and learn from their experiences, perspectives, and expertise. Making connections will enhance your understanding of the community’s needs and allow you to contribute more effectively.

Volunteering is a journey of learning, growth, and making a difference. Start small, explore different opportunities, and gradually expand your involvement. Every act of volunteering, no matter how big or small, contributes to building a better world.

John Mateyko
Job Title
Financial Planner