Matthew believes that communication is the key to any relationship and is vital when working with a financial planner. He and the team at HD Wealth Strategies seek to create open dialogue between clients and their advisor. By using the team approach, Matthew and the HD Wealth Strategies look to find solutions to make financial success clear and attainable for clients.
Matthew is a graduate of the Fisher College of Business at The Ohio State University. Prior to joining Raymond James, Matthew spent time as a Senior Research Analyst where he worked with ExxonMobil and Procter & Gamble on developing a clear communication strategy. During college Matthew worked on mergers and acquisitions for Marathon Petroleum’s pipeline and convenience store business while attending The Ohio State University.
Matthew lives in downtown Cincinnati where he splits his time mentoring at risk children with the Cincinnati Youth Collaborative and working with the University of Cincinnati Economics Center with the nationally recognized Student Enterprise Program (StEP). Outside of work, you can find Matthew exploring new restaurants, traveling and occasionally taking Monday night recreational soccer too seriously with his childhood friends.