Matt is a CERTIFIED FINANCIAL PLANNER™ professional who has been in the financial advisory business since 2008. He holds a BA in Marketing and Management from the University of Cincinnati and his MBA from Clemson University. Prior to Global View, Matt began his career with Fidelity Investments.
Growing up in the southwest Ohio farming community has engrained in Matt a strong work ethic and genuine spirit that is consistently on display in both his personal and professional life. These character traits not only inform his daily life but also contributed to what he would say is one of his greatest accomplishments, working his way through college to become the first in his family to earn a college degree.
His background allows him to connect with clients through an appreciation of how much hard work goes into building their lives. He is keenly aware of the hardship and sacrifice that often comes with success and strives to honor clients’ efforts by always acting in their best interest.
Matt has a unique passion for teaching others how to become better stewards over their financial lives. He believes that enabling others in this way will allow for greater freedom in leading the life they are called to live. To accomplish this goal, Matt is committed to a long-term planning relationship that is built on expertise, trust, and integrity.
Outside of work, Matt enjoys spending time with his wife, Sara, while traveling to see national parks (they are on 9 of 63), hiking in the mountains, tackling home improvement projects, good bourbon, and Cincinnati Reds baseball. They currently reside in the Taylors area.
Matt and Sara also enjoy serving together as they are actively involved in the community through Grace Church Downtown, Furman University Wesley Fellowship, The United Way, Junior Achievement, and YMCA Youth in Government (YIG).
Specialties:
- Asset accumulation and investment strategies
- College funding strategies
- Budgeting discipline and analysis
- Multi-generational planning
- Life event changes (e.x. marriage, kids, home purchase, retirement, etc.)
