The Team

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.

Our Advisors

Joel D Matthews

Joel D Matthews

Private Wealth Advisor

More about me...

Designations

MBA, CRPC®, APMA®, AWMA®

Top Areas of Focus

  • Charitable Giving
  • Employee Stock Options
  • Estate Planning Strategies

Education

University of St. Thomas - MBA Finance, University of Houston - BS Psycholgy / Chemistry
CA Insurance #0E13606

VISIT MY WEBSITE

Our Staff

Katie C. McDermott

Client Relationship Manager

Office Manager
More about me...

Qualifications

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

Nicole Lee Brine

Client Relationship Manager

Financial Planning Analyst
More about me...

Qualifications

  • BSBA in Accounting - Youngstown State University
  • BSBA in Finance - Youngstown State University
  • Ohio Accident, Health, and Life Insurance License
  • Ohio Notary Public

Rebecca W. Nelson

Client Relationship Manager

Marketing Manager
More about me...

Qualifications

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