About Us

As a business owner from a very young age, Matt inherently understands the needs and challenges of medium to small closely held businesses. His early experience in business ownership laid the foundation of realizing the importance of offering superior service to clients. From firsthand experience he learned that being committed to his clients was a commitment to his own success.

Part of the commitment to client support is his firm’s ability to offer the perfect mixture of professional services needed to be successful in life and business. He enjoys helping his clients grow and develop their businesses by educating them on the meaning behind the numbers. Accurate reporting is essential but knowing how the data affects the bottom line is as equally important. Matt wants to ensure that clients are making informed decisions concerning their business and financial options.

In addition to the above, Matt helps seniors and families cope with the financial challenges we face as we age. Matt and his advisors navigate elder law and estate planning to provide financial assistance for those faced with long-term nursing home care, wills and trusts, asset protection, planning for people with special needs, and disability planning. We will work with you one-on- one to make sure that your future is secure and loved ones are protected.

Matt received his bachelor’s degree from The Ohio State University in family financial planning. He then went on to pass the rigorous exam to become a Certified Financial Planner CFP. Today, Matt is studying for his MBA Master Business Administration, and will continue on to study for the CPA destination, Certified Public Accountant.

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