Intellectual Wealth Group

To achieve your financial goals and preserve your assets — today and tomorrow,it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement®approach to recommend balanced and personalized asset and risk management strategies. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs.Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.



Advisors

Christina M Matthews

Christina M Matthews

Financial Advisor

Visit Christina M Matthews's website
Joel D Matthews Sr

Joel D Matthews Sr

MBA, ChFC®, CRPC®, CLU®, APMA®

Private Wealth Advisor

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

Nathan Roman

CFP®, CRPC®, ChFC®

Private Wealth Advisor

Managing Partner of Intellectual Wealth Group
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Elizabeth Matthews

Elizabeth Matthews

CRPC®, APMA®

Financial Advisor

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Joel D Matthews II

Joel D Matthews II

CFP®, APMA®, CRPC®

Financial Advisor

Visit Joel D Matthews II's website

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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Rebecca W. Nelson

Rebecca W. Nelson

Client Service Coordinator,

Marketing Manager

Qualifications

  • BA, Public Relations and Business Management - University of Dayton, 1994
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Christy L. Catheline

Christy L. Catheline

Client Relationship Manager,

Operations Specialist

Qualifications

  • Graduated from Youngstown State University in 2001.
  • Series 7
  • Series 66
  • Life, Health and Variable Insurance License
  • Public Notary
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Santi N. Nallapaneni

Santi N. Nallapaneni

Paraplanner

Qualifications

  • MBA
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