Matt joined Lincoln Financial Advisors Corp. in 1998. He assists in the development of financial plans with detailed analysis involving every fiscal aspect of a client’s continuously changing personal/business affairs including estate planning strategies, wealth preservation and business succession. Matt specializes in analysis and financial planning strategies for corporate retirement plan participants. Utilizing advanced modeling software, Matt works with executives and laborers during the transition into retirement by analyzing the company retirement plan and individual income replacement needs. A Cleveland native, Matt graduated from John Carroll University earning a BA in Communications with a Business minor. While at John Carroll, Matt was a two time All American in Golf. In 2007, Matt was inducted into the John Carroll Athletic Hall of Fame. Matt earned his certification as a CERTIFIED FINANCIAL PLANNER™ Professional in March 2005. He is an Investment Advisor Representative with Lincoln Financial Advisors Corp. and holds FINRA Series 6, 7 and 63 securities registrations and maintains the Ohio Life, Accident and Health Insurance license. Matt and his wife Wendi have three children and they live in Brecksville, OH.