Matt began his career in the financial services industry in 2014. 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 Investment Relationship Manager, 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)