Intellectual Wealth Group

Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Advisors

Nathan Roman, Private Wealth Advisor serving the Canfield, OH area - Ameriprise Advisors

Nathan Roman

CFP®, CRPC®, ChFC®

Private Wealth Advisor

Managing Partner of Intellectual Wealth Group
Visit Nathan Roman's website
Joel D Matthews Sr, Private Wealth Advisor serving the Canfield, OH area - Ameriprise Advisors

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
Joel D Matthews II, Financial Advisor serving the Canfield, OH area - Ameriprise Advisors

Joel D Matthews II

CFP®, APMA®, CRPC®

Financial Advisor

Visit Joel D Matthews II's website
Elizabeth Matthews, Financial Advisor serving the Canfield, OH area - Ameriprise Advisors

Elizabeth Matthews

CRPC®, APMA®

Financial Advisor

Visit Elizabeth Matthews's website
Christina M Matthews, Financial Advisor serving the Canfield, OH area - Ameriprise Advisors

Christina M Matthews

Financial Advisor

Visit Christina M Matthews's website

Team

Christina L. Catheline

Christina L. Catheline

Client Relationship Manager,

Operations Specialist

Qualifications

  • Graduated from Youngstown State University in 2001.
  • Series 7
  • Variable Life and Health
  • Public Notary
  • Series 66

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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Olivia A. Lovas

Olivia A. Lovas

Client Relationship Manager,

Business Development Specialist

Qualifications

  • Graduated from Youngstown State University in 2021, with a Finance degree.

Roles & Responsibilities

  • Olivia joined Nathan's practice in 2021 as an intern. Olivia provides clients with transaction requests and helps Nathan with new business development.
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Santi N. Nallapaneni

Santi N. Nallapaneni

Client Relationship Manager,

Paraplanner

Qualifications

  • MBA

Roles & Responsibilities

  • Santi 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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Rebecca W. Nelson

Rebecca W. Nelson

Client Relationship Manager,

Marketing Manager

Qualifications

  • BA in Public Relations and Business Management-University of Dayton
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