Matthew works with high net worth retirees on their investment plan, distribution and income planning, and helping to ensure their retirement objectives are met through a customized financial plan.
Matthew started his career in the investment industry in 2003 and has been a part of the tremendous changes that the industry has undergone. What separates Matthew and the team apart is their commitment to remaining proactive and dynamic when it comes to working with clients and building their wealth management strategies.
In 2002 Matthew graduated with a B.S. in business from the Indiana University Kelly School of Business. He joined The Hambleton Fieler Group at Smith Barney in 2003 after graduating. The team went on to Merrill Lynch Wealth Management in 2006 and joined Rockefeller in 2021. Matthew received his Chartered Retirement Planning Counselor designation from the College for Financial Planning in 2008.
Matthew lives in Mount Lookout with his wife and their three kids. In his free time, Matthew enjoys playing golf, biking, and spending time with his family. He serves on the board of Cincinnati Alzheimer’s Association, Xavier University’s Executive Mentorship program, and Elder High School Golf Classic.