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 entire 22 year career helping corporate executives, business owners and wealthy families with their financial and tax planning issues. He excels at taking complex financial situations and simplifying them for his clients.
Matt 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, he worked at PNC Wealth Management and EY (Ernst & Young). Outside of the office, he and his wife Agatha enjoy FC Cincinnati soccer games, exercise and travel when they are not attending their two children’s sporting events.