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

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 Joel D Matthews II

Joel D Matthews II

MBA, CFP®, APMA, CRPC

Financial Advisor

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

Christina M Matthews

APMA

Financial Advisor

Visit Christina M Matthews's website
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 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

Client Relationship Manager,

Operations Specialist

Qualifications

  • BS, Business Management - Grove City College, 2013
  • Ohio Notary Public
  • Series 7
  • Series 66
  • Ohio Life, Accident and Health 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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Santi N. Nallapaneni

Santi N. Nallapaneni

Paraplanner

Qualifications

  • MBA
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