Matt joined Summit in January 2019. Prior to joining Summit, Matt earned his Bachelor of Science degree in Consumer & Family Financial Services from The Ohio State University and began his financial planning career at a Columbus wealth management firm.
Matt found an interest in financial services while studying a high school economics course. He was intrigued by the concept of time value of money. Matt believes the most rewarding experience in financial planning is seeing a financial plan come to fruition and the satisfaction it brings to clients. While young investors don’t always need a full-fledged financial plan, Matt is adamant about educating young professionals on the importance of saving and investing.
Matt is an avid fan of The Ohio State Buckeyes and Cleveland sports. In his free time, Matt enjoys reading, watching and participating in all forms of physical activity, and volunteering at the Franklin County Dog Shelter. He specifically enjoys football, baseball, basketball, boxing, and UFC.