Matt has enjoyed his 28-year career helping corporate executives, business owners, and wealthy families with their financial and tax planning issues. He graduated summa cum laude from Kent State University with a B.B.A. in accountancy and has a Master’s degree in Taxation from the University of Denver. In addition, he maintains his CPA and CFP® designations. Prior to joining Legacy Financial, he worked at PNC Wealth Management and EY (Ernst & Young).

After spending nearly 20 years in large organizations, Matt wanted to focus closer attention on his clients and family, operating under the belief that when you do well for a family, you are a friend for life.

Having a Master’s degree in Taxation and years practicing as a CPA, Matt understands the deep impact of taxes on financial decisions and investment returns, guiding clients with integrated estate, tax, and investment advice.

Matt has been married for 22 years and has 2 children. He enjoys youth sports coaching, cooking, and traveling to Charleston, South Carolina.