About Matthew
Matthew (Matt) focuses on helping clients achieve their long- and short-term financial goals through personalized and thoughtful planning. He works closely with individuals and families to address their financial concerns, provide clarity, and develop strategies tailored to their unique situations. Matt believes that strong relationships are at the heart of great financial advice and is committed to earning trust through consistent guidance and genuine care.
Matt began his career at a large brokerage and investment advisory firm, first supporting a team of advisors before stepping into an advisory role. Through these experiences, he developed the skills to meet clients where they are and make financial planning more approachable.
Matt and his wife are enjoying life with their young son and dog. Outside of work, they’re often involved in their church community, spending time outdoors, or gathering with family and friends.
Education and Professional Milestones
-Grove City College – bachelor’s degree in finance
-Kansas State University – master’s degree in personal financial planning
Matthew (Matt) focuses on helping clients achieve their long- and short-term financial goals through personalized and thoughtful planning. He works closely with individuals and families to address their financial concerns, provide clarity, and develop strategies tailored to their unique situations. Matt believes that strong relationships are at the heart of great financial advice and is committed to earning trust through consistent guidance and genuine care.
Matt began his career at a large brokerage and investment advisory firm, first supporting a team of advisors before stepping into an advisory role. Through these experiences, he developed the skills to meet clients where they are and make financial planning more approachable.
Matt and his wife are enjoying life with their young son and dog. Outside of work, they’re often involved in their church community, spending time outdoors, or gathering with family and friends.
Education and Professional Milestones
-Grove City College – bachelor’s degree in finance
-Kansas State University – master’s degree in personal financial planning