Prior to joining Strategic Wealth Advisors, Matt worked for Vanguard in a variety of different client-facing roles including handling account transfers and working with clients to discuss their financial goals and dreams. While at Vanguard, he became interested in financial planning to further enhance his conversations with clients and subsequently met the requirements to become a CERTIFIED FINANCIAL PLANNERTM professional.
Matt is passionate about giving clients the best chance at financial success. He particularly enjoys guiding clients in maximizing social security and retirement benefits and discussing investing. In addition, Matt loves working with younger clients to get them on the right track for financial independence.
Originally from North Canton, Ohio, Matt is a proud graduate of The Ohio State University where he received a Bachelor’s Degree in Business Administration with a major in Finance. After graduating from Ohio State, he decided to escape the Ohio winters and move to Scottsdale, Arizona.
When he is not working, Matt spends his time golfing and hanging out with his wife and friends. He loves hiking and trying new restaurants and is a die-hard Cleveland and Ohio State sports fan, so feel free to talk sports with him any time!