Intellectual Wealth Group

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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

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Advisors

Advisor photo for Elizabeth M Van Dyke

Elizabeth M Van Dyke

MBA, CRPC, APMA

Financial Advisor

Visit Elizabeth M Van Dyke's website
Advisor photo for Joel D Matthews Sr

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
Advisor photo for Christina M Matthews

Christina M Matthews

APMA

Financial Advisor

Visit Christina M Matthews's website
Advisor photo for Joel D Matthews II

Joel D Matthews II

MBA, CFP®, APMA, CRPC

Financial Advisor

Visit Joel D Matthews II's website
Advisor photo for Nathan Roman

Nathan Roman

CFP®, CRPC, ChFC®, APMA

Private Wealth Advisor

Managing Partner of Intellectual Wealth Group
Visit Nathan Roman's website
Advisor photo for Kyle D Vaclav

Kyle D Vaclav

CFP®, APMA

Financial Advisor

Investment Specialist
Visit Kyle D Vaclav's website


Team

Katie C. McDermott

Katie C. McDermott

Paraplanner,

Office Manager
Nicole Lee Brine

Nicole Lee Brine

Client Relationship Manager,

Financial Planning Analyst
Rebecca W. Nelson

Rebecca W. Nelson

Client Relationship Manager,

Marketing Manager