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Indiana University
Fidelity Investments® Workplace Savings
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Contact Us

Meet with a Fidelity Representative

Meet in-person for a consultation to discuss and plan for your needs - right at work.

Fidelity is here for you! Please see important information below.

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Fidelity is here for you! Please see important information below.

IMPORTANT: Meetings are Now Held by Phone

We're here to help during these challenging times. To reduce the risk of exposure to coronavirus COVID-19, all one-on-one appointments are currently taking place by telephone with the option of Zoom video conference.


Schedule a phone appointment


Who You Will Meet

Our Retirement Planners are licensed financial professionals who can help you plan for every stage of your life.

Caroline Mason

Caroline Mason, a Fidelity retirement planner, has more than 14 years with the company. She was previously an account executive at Fidelity's Chandler, Arizona, Investor Center. A Chartered Retirement Planning Counselor SM, investment advisor representative, registered securities representative, and licensed insurance representative, Caroline holds a bachelor's degree in business administration from the University of Phoenix.

Lori Matthews

Lori Matthews joined Fidelity as a retirement planner in 2020. A registered securities representative, Lori holds both a bachelor's degree and a master's degree in criminal justice from Indiana University.

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