Matt prides himself on going the extra mile for our clients. He is full of compassion and highly educated to design the best financial plan and resolve complex issues.
Matt has enjoyed his 26-year career helping corporate executives, business owners, and wealthy families with their financial and tax planning issues. He graduated summa cum laude from Kent State University with a B.B.A. in accountancy and has a master’s degree in taxation from the University of Denver. In addition, he maintains his CPA and CFP® designations and holds the Series 7 and 66 licenses. Prior to joining Legacy Financial, he worked at PNC Wealth Management and EY (Ernst & Young).
After spending nearly 20 years in large organizations, Matt realized that his time was spread too thin, and his clients were not getting the attention they deserved. Instead of racing to the next meeting or the sale, Matt wanted to focus closer attention on his clients and his family. Matt lives by his belief that when you do well for a family, you are a friend for life; when you do well for a corporation, you are simply doing your job. He has delivered countless financial planning presentations to people from various walks of life. This experience has taught him how to explain complex topics in different ways to help his clients understand all their options.
Matt loves that his job allows him to collaborate and bring in other professionals to ensure the best outcome for mutual clients. For him, there is no room for egos or being territorial when it comes to bringing a client’s goals and dreams to fruition. He enjoys the interaction and relationships he has built with his clients. Many of them he considers friends- if not family.
Having a master’s degree in taxation and years practicing as a Certified Public Accountant, he understands the impact of taxes on financial decisions and investment returns. At Legacy, Matt helps guide his clients with their financial, estate, and investment decisions. Matt feels he has been blessed with great mentors throughout his career and has leveraged their life lessons along with his education, training, and personal experiences.
Matt has been married for 20 years and has two children who he loves watching compete in sports. Matt is also a youth soccer referee and has helped coach his daughter and son’s soccer teams over the years. He is currently helping to develop and coach a youth wrestling program. Matt’s family loves to travel, especially to Charleston, South Carolina.
Legacy Matt always has his clients at the front of his mind. As a true planner, Matt is focused on communicating complex solutions to his clients in a very logical and easy to understand way.CONTACT US