Matt joined Osaic Wealth Inc. in 1998. He assists in the development of financial plans. His detailed analysis involves every fiscal aspect of a client’s continuously changing personal/business affairs including wealth preservation, business succession and estate planning strategies. Matt specializes in corporate retirement plan analysis and financial planning for retirement plan participants.
Working with executives during the transition into retirement, Matt assists by analyzing their company retirement plan and income replacement needs utilizing advanced modeling software.
A native of Cleveland, 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 received his certification as a CERTIFIED FINANCIAL PLANNER™ Professional in March, 2005. He is an Investment Advisor Representative with Osaic Wealth Inc. and holds FINRA Series 6, 7 and 63 securities registrations and maintains his Ohio Life, Accident and Health Insurance license.
Matt and his wife Wendi have three children and they live in Brecksville, OH.