Matt has 15 years of experience in the wealth management industry. His experience helping clients navigate the 2008-09 Financial Crisis turned what was just a job into a passion. As a wealth advisor, Matt combines his interest in financial markets with his desire to help people reach their goals. His areas of expertise include: Investment Management; Retirement Income Planning; Small Business Tax Planning; Executive Compensation Planning Matt is a Business Finance graduate from the University of Dayton and obtained his CERTIFIED FINANCIAL PLANNER(TM) certification in 2009. He volunteers as a board member and coach of the Centerville Hustle youth basketball program, and as a co-moderator o