My goal with all clients and participants is to build a bullet-proof holistic financial plan, while developing long-term relationships along the way.
Matt began his career in the financial services industry in 2014. While he enjoyed his previous experience working as an advisor for a large bank, as well as a large brokerage firm, he wanted to be more than just a transactional advisor which led him to our Schneider Downs Wealth Management team.
As a Wealth Manager out of our Columbus office, Matt works with high-net-worth individuals, families, and business owners. He enjoys building long-lasting relationships with each of his clients, advising them on a variety of areas including financial planning, tax-efficient investing, and portfolio construction.
Matt lives in Hilliard, OH with his wife, Katie, and their two sons, Charlie, and Owen. When Matt is not servicing clients, he enjoys spending time with his family, golfing, and being outside.
CERTIFIED FINANCIAL PLANNER™ Practitioner
Chartered Alternative Investment Analyst
B.S. in Finance, The Ohio State University
Member, Financial Planning Association (FPA)
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Email us: sdwealthmanagement@schneiderdowns.com
Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.
© 2024 Schneider Downs & Co., Inc. Maryland license number 35239.
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