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

Joel D Matthews II

MBA, CFP®, APMA, CRPC

Financial Advisor

Visit Joel D Matthews II's website

Joel D Matthews Sr

MBA, ChFC®, CRPC, CLU®, APMA, AWMA℠

Private Wealth Advisor

Managing Partner of Intellectual Wealth Group
Visit Joel D Matthews Sr's website

Christina M Matthews

APMA

Financial Advisor

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Elizabeth M Van Dyke

MBA, CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Elizabeth M Van Dyke's website


Team

Katie C. McDermott

Katie C. McDermott

Paraplanner,

Office Manager

Qualifications

  • BS, Business Management - Grove City College, 2013
  • Ohio Notary Public
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Nicole Lee Brine

Nicole Lee Brine

Client Relationship Manager,

Financial Planning Analyst

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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Rebecca W. Nelson

Rebecca W. Nelson

Marketing Manager,

Client Relationship Manager

Qualifications

  • BA, Public Relations and Business Management - University of Dayton, 1994
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