Matt is a principal, serves on the executive leadership team, and leads the firm’s Wealth Management Group. As part of his commitment to continuous education and improvement, Matt has earned multiple certifications to better provide investment and wealth management guidance. Matt also applies his experience practicing law in the private sector to serve high net worth individuals and business owner clients. Utilizing a proactive approach, Matt helps clients prepare for the life issues that may impact their total wealth portfolio. Matt is actively involved in fund formation as well as managing legal risk within EBS’s private investments.
Matt is an experienced real estate investor with properties in Ohio and Florida. He has a passion for youth and veterans related charities and currently serves in leadership positions on the Boards of the American Veterans Heritage Center, South Community Behavioral Health, and the Big Brothers Big Sisters of the Greater Miami Valley Foundation. He enjoys spending time with family, running, boating, and most outdoor activities.