In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Our advisors

Joel D Matthews Sr

Joel D Matthews Sr

MBA, ChFC®, CRPC®, CLU®, APMA®

Private Wealth Advisor

Managing Partner of Intellectual Wealth Group
Learn more about Joel D Matthews Sr Visit Joel D Matthews Sr's website
Nathan Roman

Nathan Roman

CFP®, CRPC®, ChFC®

Private Wealth Advisor

Managing Partner of Intellectual Wealth Group
Learn more about Nathan Roman Visit Nathan Roman's website
Joel D Matthews II

Joel D Matthews II

CFP®, APMA®, CRPC®

Financial Advisor

Learn more about Joel D Matthews II Visit Joel D Matthews II's website
Elizabeth Matthews

Elizabeth Matthews

CRPC®, APMA®

Financial Advisor

Learn more about Elizabeth Matthews Visit Elizabeth Matthews's website
Christina M Matthews

Christina M Matthews

Financial Advisor

Learn more about Christina M Matthews Visit Christina M Matthews's website

Our team

Katie C. McDermott

Katie C. McDermott

Client Relationship Manager,

Operations Specialist

Qualifications

  • BS, Business Management - Grove City College, 2013
  • Ohio Notary Public
  • Series 7
  • Series 66
  • Ohio Life, Health and Variable Insurance License
View more
Nicole Lee Brine

Nicole Lee Brine

Client Relationship Manager,

Insurance Specialist

Qualifications

  • BSBA in Accounting - Youngstown State University
  • BSBA in Finance - Youngstown State University
  • Ohio Accident, Health, and Life Insurance License
  • Ohio Notary Public
View more
Christy L. Catheline

Christy L. Catheline

Client Relationship Manager,

Operations Specialist

Qualifications

  • Graduated from Youngstown State University in 2001.
  • Series 7
  • Series 66
  • Life, Health and Variable Insurance License
  • Public Notary
View more
Rebecca W. Nelson

Rebecca W. Nelson

Client Service Coordinator,

Marketing Manager

Qualifications

  • BA, Public Relations and Business Management - University of Dayton, 1994
View more
Olivia A. Lovas

Olivia A. Lovas

Client Relationship Manager,

Intern

Roles & Responsibilities

  • Olivia joined Nathan's practice in 2021. She is currently working towards her degree in Finance from Youngstown State University. She lives in McDonald and enjoys traveling to theme parks.
View more
Santi N. Nallapaneni

Santi N. Nallapaneni

Paraplanner

Qualifications

  • MBA
View more