John Mateyko is a 1998 alum of Augustana College. He began his career in 1999 as an intern at Dean Witter in New York City and was licensed in 2000. He has since worked as a financial advisor with firms including Atlas Securities, U.S. Bancorp Investments, Chase Investment Services and Fifth Third Securities.
In 2010, John Mateyko founded IDEX Financial in the Zurich Towers of Schaumburg, IL. In 2018, the firm expanded into Atlanta, Georgia through the acquisition of a financial planning practice.
John holds the RICP® and WMCP™ designations from The American College of Financial Services and the APMA® designation from the College for Financial Planning®.
John lives and works in Serenbe, Georgia. In spring 2021 he founded Sports Entertainment at Serenbe, where he served as commissioner until fall 2024 and has been the announcer since 2023. He also coached youth basketball in Schiller Park, Illinois from 2008 to 2013 and youth sports in Serenbe in 2020–2021.
John is an avid participant in the arts. He founded Center Stage at Serenbe (formerly the SMZ Community Theater Group) to raise money for Acton Academy in Serenbe; it has raised $451,000 to date. Through it he produced and directed The Trial of Ebenezer Scrooge (2021) and It's a Wonderful Life: A Live Radio Play (2023). He was also a part-time stand-in for Christian Bale on Batman Begins (2005) and Public Enemies (2009).
John and his wife Slavyana got engaged at Neuschwanstein Castle in Germany. They honeymooned in the Amalfi Coast, had their babymoon in Rome and Lake Como, and their son Sasha attends summer camp at TASIS in Lugano.
John is an outdoor sportsman. He has scuba dived in the Philippines, Hawaii, Mexico, Costa Rica, Italy, Portugal, and the whale shark exhibit in the Georgia Aquarium. He won the Midwinters San Francisco Bay Race as part of the foredeck crew on the Beneteau 50 and biked down the Haleakala volcano in Maui.
Aside from his family, John's favorite pass time is hanging out with his Gold Coast Dog Show “Participation Award” winning dog, Rosco (pictured).
About the RICP®
Retirement Income Certified Professional®
The American College of Financial Services
As a Retirement Income Certified Professional® (RICP®) John specializes in helping clients create retirement income plans. The RICP® educational curricula is one of the most complete and comprehensive program available to professional financial advisors looking to help their clients create sustainable retirement income. The rigorous three course credential helps advisors master retirement income planning, a key focus area not fully covered in other professional designation programs. From retirement portfolio management techniques and mitigation of plan risks to the proper use of annuities, employer-sponsored benefits and determining the best Social Security claiming age, the RICP® provides a wealth of practical information for advisors.
Using the most current techniques, RICP®'s identify retirement income needs and objectives and evaluate a client's current situation relative to those goals.
About the WMCP™
Wealth Management Certified Professional®
The American College of Financial Services
The WMCP™ is a postgraduate level specialist qualification which encompasses the breadth of knowledge needed to provide a highest quality service to clients. It is a progressive qualification comprised of five units, Life-Cycle, Goal Based Planning, Efficient Investment Portfolios, Financial Instruments, Strategic Wealth Management, and Complex Planning Strategies. It provides a sound grounding in economics and interpretation of economic statistics, financial statements, investment analysis, portfolio construction and applied wealth management.
About the APMA®
Accredited Portfolio Management Advisor℠
The College for Financial Planning®
APMA® designees have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. With hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions including sell, hold, and buy decisions within a client’s portfolio.