Matt has a successful practice working with individual clients in the financial planning, investment, and insurance areas. Prior to joining Vantage, Matt worked both as a coach to financial advisors and as a District Manager for a national financial services organization.
Matt has a Bachelor of Science (B.S.) in Business Administration, Finance, and Risk Management from The Ohio State University. Matt is licensed to sell life and health insurance as well as annuities in the State of Ohio. He is a Registered Representative (Series 7) and Investment Adviser Representative through Cetera Advisor Networks LLC, a registered broker/dealer and registered investment adviser. He is also an Investment Adviser Representative of Financial Management Strategies, Inc., a registered investment adviser.
Matt and his wife, Erica, and three children reside in the Akron area.