Matt has approximately 5 years of experience in the financial services industry. He predominantly works with high-net-worth individuals, families, and retirement plans advising on a variety of areas including financial planning, tax-efficient investing, and portfolio construction. While he enjoyed his experience working as an advisor for a large bank, as well as a large brokerage firm, he wanted to be more than a transactional advisor. This realization led him to Schneider Downs Wealth Management. As an Associate Investment Advisor, Matt specializes in asset allocation, portfolio construction, and building financial plans to meet the specific goals of each client. In addition, he visits retirement plan sponsor sites on a quarterly basis to assist with retirement plan portfolio construction, monitoring, and education.
Matt lives in Hilliard, OH with his wife, Katie, their baby son, and their cat and dog, Doug and Maya. When Matt is not servicing clients, he enjoys golfing, hiking with Maya, and traveling.
CERTIFIED FINANCIAL PLANNER™ Practitioner
Certified Plan Fiduciary Advisor
B.S. in Finance, The Ohio State University
Member, Financial Planning Association (FPA)
One PPG Place, Suite 1700
Pittsburgh, PA 15222
65 East State Street, Suite 2000
Columbus, OH 43215
1660 International Drive
McLean, VA 22102