Matt serves as a Wealth Manager, working directly with clients to develop and maintain a customized financial plan to help meet their complex financial goals. His customized approach addresses wealth management issues in the areas of retirement planning, investment management, tax planning, estate planning, business planning and insurance.
Matt brings to Creative Planning over ten years of experience in the financial services industry. He has spent the majority of his career working directly with individuals and was responsible for having a holistic understanding of their needs to assist them with achieving their financial goals. Most recently Matt was a Vice President, Private Client Advisor with a global financial institution where he worked directly with high net-worth households.
Matt received his Bachelor’s degree in Finance from Ohio University.
Matt enjoys spending time with family and friends and stays active playing basketball, golf and hiking outdoors.