Intellectual Wealth Group

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Intellectual Wealth Group
Team photo for Intellectual Wealth Group

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Advisors

Christina M Matthews

APMA

Financial Advisor

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Joel D Matthews Sr

MBA, ChFC®, CRPC, CLU®, APMA, AWMA℠

Private Wealth Advisor

Managing Partner of Intellectual Wealth Group
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Nathan Roman

CFP®, CRPC, ChFC®, APMA

Private Wealth Advisor

Managing Partner of Intellectual Wealth Group
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Elizabeth M Van Dyke

MBA, CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
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Joel D Matthews II

MBA, CFP®, APMA, CRPC

Financial Advisor

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Team

Katie C. McDermott

Katie C. McDermott

Client Relationship Manager,

Operations Specialist

Qualifications

  • BS, Business Management - Grove City College, 2013
  • Ohio Notary Public
  • Series 7
  • Series 66
  • Ohio Life, Health and Variable Insurance License
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Nicole Lee Brine

Nicole Lee Brine

Client Relationship Manager,

Insurance Specialist

Qualifications

  • BSBA in Accounting - Youngstown State University
  • BSBA in Finance - Youngstown State University
  • Ohio Accident, Health, and Life Insurance License
  • Ohio Notary Public
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Santi N. Nallapaneni

Santi N. Nallapaneni

Paraplanner

Qualifications

  • MBA
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