A lifelong follower of the stock market, Matt’s passion for finance began in middle school, when his team won a stock market simulation game across 11 counties. Today, as an advisor, he believes his clients value his personable nature and caring attitude, knowing he’s invested in their success.
Matt earned his bachelor’s degree in business administration with a focus in financial planning from the University of Akron, where he also completed the financial planning capstone course.
In his day-to-day role, Matt is responsible for keeping the team informed on economic data, market events, company news and forecasts, as well as conducting investment due diligence and financial planning for a range of individuals and families. With a strong foundation in investment product knowledge, Matt draws on his experience to help each client pursue their unique goals.