Matt is a Co-Founder and partner of the firm and oversees the firm’s business development activities. Matt is passionate about building the firm’s culture and mentoring the Team with one goal in mind – helping our clients live great lives. Prior to founding the company with his brother Mark, he was a principal of Professional Planning Consultants, Inc. and served as president of its investment advisory subsidiary, Portfolio Consultants, Inc. Earlier in his career, Matt was a vice president of the Huntington Trust Company where he served as a member of both its investment and management committees. Matt is a summa cum laude graduate of Ohio Wesleyan University and earned a Master’s degree