Broker Check

Mark J. Matkovic, CFP, CPA

(317) 293-1300

Robert T Dugan, EA

Robert T Dugan, EA

Enrolled Agent, Tax Preparer, Registered Representative

Tim began working for Matkovic Financial Services in January of 1992, after working fourteen years for a local accounting firm doing taxation and auditing.  Tim received his Bachelors of Science Degree from Marian University in Accounting.  He is an Enrolled Agent through the Internal Revenue Service.  Tim prepares personal and business tax returns.  He completes several hours of continuing education each year.  Tim has an extensive knowledge of taxation which benefits our clients.  He has Series 6 & 63 security licenses through Avantax.  Tim enjoys spending time with his family when he has free time.