Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Investment Management
  • Saving for Education
  • Insurance

Education

  • University of Kentucky, BS in Finance, MBA, MSF

Awards & recognition

  • Odyssey Financial Advisors, Ameriprise Client Experience Award, 2020-2025

Interests

Matt was born and raised in Dayton, Ohio. While at University of Kentucky, he was the placekicker on the football team and became the fifth all-time leading scorer in Kentucky football history. Outside of work, Matt privately trains high school and college kickers and punters, is a football coach at St. Xavier High school in Cincinnati, loves to golf and travel with friends and family.

My photos

1 albums
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