About us
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Our firm focuses on non-profit professionals and charitable-minded individuals because you encapsulate the definition of selflessness and paying it forward. My wife, dad, siblings, mother in-law, and sister in-law all work or worked for various non-profit organizations. For much of my life, I've seen firsthand the impact that they, their colleagues, and their organizations have made on our communities. Our firm is dedicated to serving those individuals that dedicate their careers and time of helping others.
About Matt
Matt obtained his Bachelor’s degree in Applied Mathematics from Otterbein University in 2017. He passed his CFP® Board Exam in September 2020 and is a CERTIFIED FINANCIAL PLANNER™ Professional. At the time, he was in the 6.4% of all CFP® professionals under the age of 30. He also earned the Accredited Portfolio Management Advisor℠ and Chartered Retirement Planning Counselor℠ designations from the College for Financial Planning. In 2022, he completed his Master’s of Science in Personal Financial Planning. In 2024, Matt passed a three-part comprehensive IRS test covering individual and business tax returns, along with a suitability check, to become an Enrolled Agent. Enrolled agent status is the highest credential the IRS awards and allows Matt to represent taxpayers before the Internal Revenue Service.
Matt and his wife Ashley life in Worthington with their daughter Caroline. Matt enjoys spending time outdoors, watching sports, and helping out the baseball team at his high school alma mater.
