Matt is the firm's founder and a senior member of both the Investment and Wealth Advisory Teams. Additionally, he heads up all strategic leadership, planning and broad executive management for the firm.
He pioneered the firm's dynamic investment process, and has earned considerable recognition as a result. Barron’s has listed him among “America’s Top 1,200 Financial Advisors”, while Mutual Funds magazine has named him one of the nation’s “100 Great Financial Planners”. He’s also been recognizedasone of the country’s “Best Financial Advisors for Doctors” by Medical Economics magazine and one of the nation’s “Best Financial Advisors for Dentists” by Dental Practice Management.
A Certified Financial Planner™ certificant and a graduate of The Ohio State University, Matt is a member of the National Board of Trustees for Search Ministries, a trustee of The James Foundation and a member of the professional advisory committee of The Columbus Foundation.
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