Intellectual Wealth Group

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Intellectual Wealth Group
Team photo for Intellectual Wealth Group

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Advisors

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
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 Elizabeth M Van Dyke

Elizabeth M Van Dyke

MBA, CFP®, CRPC, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Elizabeth M Van Dyke's website
Advisor photo for Christina M Matthews

Christina M Matthews

MBA, APMA®

Financial Advisor

Visit Christina M Matthews's website


Team

Christy L. Catheline

Christy L. Catheline

Associate Financial Advisor,

Operations Specialist

Qualifications

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

Roles & Responsibilities

  • Christy provides clients with transaction requests and manages Nathan's practice. Her experience helps to provide our clients with an excellent experience with the Intellectual Wealth Group.
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Christine Baker

Christine Baker

Client Relationship Manager,

Financial Planning Specialist

Qualifications

  • Chris has over 17 years in the financial services industry.

Roles & Responsibilities

  • Chris provides clients with transaction requests. Her experience helps to provide our clients with an excellent experience with the Intellectual Wealth Group.
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Katie C. McDermott

Katie C. McDermott

Client Relationship Manager,

Operations Specialist

Qualifications

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

Roles & Responsibilities

  • Katie provides clients with transaction requests and manages Joel's practice. Her experience helps to provide our clients with an excellent experience with the Intellectual Wealth Group.
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Nicole Lee Brine

Nicole Lee Brine

Client Relationship Manager,

Insurance Specialist

Qualifications

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

Roles & Responsibilities

  • Nicole provides clients with transaction requests. Her experience helps to provide our clients with an excellent experience with the Intellectual Wealth Group.
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