Matthew Bishop CFP®

Financial Advisor
Sr. Vice President - Investments

Since 2001, I have helped my clients work toward their financial goals with the same commitment I practiced as a pilot in the U. S. Air Force.  I proudly served from 1990-2001, flying E/F-111 and T-38 aircraft.  I completed two tours of duty patrolling the No-Fly-Zone over Iraq, and I also served as an Instructor Pilot and Executive Officer to a Wing Commander.  I rose to the rank of Major before embarking on my financial career.

I grew up in Frankenmuth, MI and graduated with a B. A. from Michigan State University in 1989.  I earned a Master of Public Administration degree from Texas Tech University in 1993.

Professional education is also important to me:  I have held the Accredited Asset Management Specialist™ designation since 2001, and I earned the CERTIFIED FINANCIAL PLANNER™ certification in 2007.

I leverage my military background to build strong relationships with disciplined, goal-oriented clients, and I look forward to working with additional like-minded people.

I am currently a CBM Services, Inc. board member, a past board member of the Midland Area Chamber of Commerce and past-president of the Midland County MSU Alumni Club.  I am also a graduate of the Leadership Midland Class of 2003 and a current member of the Leadership Midland Alumni Association.

I enjoy sports, music and our community.  I have three children and currently reside with my family in Midland.


CA Ins. License #OI81053


WHAT IS A CFP®? A CERTIFIED FINANCIAL PLANNERTM, or CFP®, certification means a financial consultant has successfully completed a rigorous training program followed by a comprehensive 10-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S.



2018-1024 exp. 6/30/2021


Phone 989-835-3000
toll-free 855-909-0300
Fax 989-835-7462