Intellectual Wealth Group

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Advisors

Joel D Matthews Sr

Joel D Matthews Sr

MBA, ChFC®, CRPC®, CLU®, APMA®

Private Wealth Advisor

Managing Director
Visit Joel D Matthews Sr's website

Team

Katie C. McDermott

Client Relationship Manager,

Office Manager

Qualifications

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

Client Relationship Manager,

Marketing Manager

Qualifications

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