Matt’s ambition to learn and become a CFP® adds great ambiance to the firm. He is a driven individual who is interested in helping others, studying trends in the market, and providing insight on how retail investors achieve their goals.
Matt earned a BBA in Finance from Ohio University with Honors while working as a Research Analyst Intern at Carpenter & Associates. He has a personal connection to Ohio University where his mom earned her B.S. and M.S. degrees from OU.
In his free time, he enjoys playing golf, working out, traveling, and learning either through books or conversation. Some of his favorite memories are traveling abroad, in particular, Mallorca, Spain. He visited on two occasions recently helping his best friend’s family on their farm in the mountains and at the pizzeria on the Palma Yacht Harbor. Matt also values his time on the golf course and playing the public venues that host major championships.
Matt looks forward to being part of the Athens community.