My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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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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