Our People

MATTHEW S. FERRIS, MBA

President & Founder | Financial Adviser

Matt is the Founder and President of Ferris Financial, LLC. He has been in the financial services industry for 14 years, since starting his career with the New York Life Insurance Company in 2003. Matt is passionate about helping his clients achieve peace of mind and create meaningful legacies through comprehensive financial planning. He partners with his clients to ensure that their families, businesses, and charities are protected and positioned to prosper.

Matt was born and raised in New Philadelphia, Ohio. He began his career with New York Life in Charlotte, North Carolina in 2003, where he moved after completing his B.A. and M.B.A. at Ohio University.

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After several years as a successful young agent in New York Life’s Charlotte General Office, he moved to Columbus, Ohio to start his own business, founding Ferris Financial, LLC in August of 2006. While growing his Columbus-based business and building more client relationships in Ohio, he also became heavily involved in local politics, running for Columbus City Council in 2009 and 2011. Although he narrowly missed election, his campaigns sparked new dialogue on many critical issues throughout the city’s electorate of more than 700,000. Following his political campaigns were several years of both personal and business growth, beginning with his marriage in 2011 to wife, Lisa. Through 2014, he returned his primary focus to his business, honing his practice as a provider of comprehensive financial planning and building client relationships throughout Central and Northeast Ohio.

To support the continued growth of both his business and their family, Matt and Lisa moved their home from Columbus to his hometown of New Philadelphia in 2014. While continuing to invest in resources and staff at his original Columbus location, Matt opened a second office in Dover, Ohio to better serve his Northeast Ohio clients.

Matt is a member of the National Association of Insurance and Financial Advisors (NAIFA), the Columbus Estate Planning Council, and a qualifying member of the Million Dollar Round Table (MDRT). In 2015, Matt was elected by his peers to serve as a member of New York Life Insurance Company’s Agents Advisory Council (AAC). Founded in 1946, the AAC is a prominent group of 24 New York Life agents elected to represent the agent force of more than 12,000 to home office. As an AAC member, Matt spent the year working with senior management to develop and implement ideas that will benefit the families, businesses, and communities touched by New York Life.

CA License #OK38071

TEDRA C. PINE

Director of Operations | Registered Service Assistant

Tedra is the Director of Operations for Ferris Financial, LLC. Throughout her 15 years in the financial services industry, she has focused on life insurance and investment management across many different client facing and specialized roles. At Ferris Financial, she uses this expertise to make our clients’ experiences as seamless as possible, from implementing new plans and products to servicing their ongoing account needs.

Tedra grew up in the Columbus, Ohio area. She attended The Ohio State University, where she worked as an intern for the Ohio Department of Development and earned her B.A. in Economics in 1999.

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Following graduation, she began her career in financial services as an underwriting case manager, life insurance counselor, and distribution relationship manager with a subsidiary of a large bank. Prior to joining Ferris Financial in 2013, Tedra spent nearly a decade with a premier financial advisory firm as an investment analyst and case manager.

Tedra holds a FINRA Series 7 and 63 license.

SARA E. STEWART

Executive Assistant | Licensed Service Assistant

Sara serves as Executive Assistant to Matthew Ferris and is a Licensed Service Assistant for Ferris Financial, LLC. In her dual role, she provides administrative support to Matt and customer service to our valued clients.

Sara attended The Ohio State University and brings to Ferris Financial 10 years of experience in Finance, Accounting, and Administrative Support. She has held related positions with several marketing agencies in the Chicago, Illinois and Columbus, Ohio areas, most recently as Staff Accountant for a leading advertising agency in Columbus, where she supported a diverse portfolio of clients, from small local to large national brands.

Sara holds a Life, Accident and Health Insurance license with the State of Ohio.

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MATTHEW S. FERRIS, MBA

President & Founder | Financial Adviser

After Matt and Lisa moved to New Philadelphia in 2014, family growth followed in 2015 when Matt and Lisa welcomed their first child, a daughter, as well as a new puppy.

Matt’s passions extend beyond financial services and politics. He is an avid reader and constant student of history and economics. He is also a certified Defensive Firearms Instructor. Through his side business, Ferris Critical Defense, LLC, he teaches students of all skill levels practical shooting and pistol handling skills.

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TEDRA C. PINE

Director of Operations | Registered Service Assistant

Tedra now resides in Upper Arlington, Ohio with husband Ty and their two children, a son and a daughter. Outside of work, she is a devoted mother who, in her remaining free time, enjoys jogging and volunteering in the local community. She teaches Sunday School at the Riverside United Methodist Church, where her family attends. She is also a Sustaining Member of the Kitchen Kapers Home Tour, supporting Cancer Support Services at Riverside Methodist Hospital (part of the Ohio Health Foundation).

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SARA E. STEWART

Executive Assistant | Licensed Service Assistant

Sara was born and raised in New Philadelphia, Ohio, and is happy to have returned to her hometown roots in Tuscarawas County. She enjoys spending time with family and friends, being outdoors, traveling, and keeping active with her two Goldendoodles. She is a member of the New Philadelphia First Church of the Brethren, where she holds the position of Treasurer. Sara also volunteers with the Ronald McDonald House Charities of Central Ohio.

 

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