Matt has dedicated his professional expertise to provide sound financial guidance for families, individuals and institutions. As a former business owner, he has deep understanding of both the day-to-day and long-term strategic challenges in being responsible for the financial lives of many families. He utilizes that firsthand knowledge to partner with his clients in developing custom financial strategies that address their personal and professional needs and actively pursue their goals for the future.
With expertise in comprehensive financial planning services, Matt specializes in generational wealth, retirement planning as well as helping his clients attain financial independence. He has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and a recognized standard of excellence in personal financial planning.
Matt’s career began in the financial services industry 30 years ago. In the ‘90s Matt temporarily stepped away from the industry to lead CPX, a regional delivery company (formerly RDS Delivery Service), as president. He later returned to the financial industry as a financial advisor for Merrill Lynch.
In 2003, Matt joined Fifth Third Bank’s Private Client Group as a senior financial advisor. He later joined Raymond James in 2009 and has been recognized as a member of the Raymond James Chairman’s Council in 2015 and 2016*. He was previously a board member for the Associate of Corporate Growth.
A Cincinnati native, Matt stays active in his community as a member of the Cincinnati Cycle Club and the Provisional Golf Club, and as a volunteer for the Cincinnati Freestore Foodbank. He is also a member of Porsche Club of America. Matt is a cyclist, golfer and avid runner, having completed two marathons.
Matt lives in Cincinnati’s Hyde Park neighborhood with his wife, Kay. They have four children, Emily, Matthew, Elizabeth and Mary.
*Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.