As a Wealth Manager, Matt works closely with his clients to understand each client’s unique needs, provide ongoing coaching and offer solutions to address life’s financial challenges. This is accomplished by customizing a financial plan unique to his clients and addressing small to complex issues in areas such as investments, insurance, income tax, risk, and estate planning.
Prior to joining Creative Planning, Matt worked for a large national financial services company as an Investment Consultant. The majority of his career has been spent working with individual clients educating and assisting them to make more informed financial decisions.
Matt holds a Bachelor’s degree and has also received a Master of Business Administration degree.
Matt resides in Westerville, Ohio with his two young children – Annabelle and Adeline. He loves spending time outdoors watching them play and grow. Outside of children’s activities, Matt enjoys taking his dogs to the park and going to auctions to find new furniture bargains for his house.
*See all Creative Planning disclosures and sources.