Matt has been an investment advisor since 1999. During this time, he has helped hundreds of clients with their retirement planning. Matt works with his clients to put into action a personalized portfolio to fit their specific needs and objectives. Whether it be rolling over an old retirement plan, setting up a new Roth IRA, or making an investment plan for your business and employees, he will give you expert advice and be proactive in the investment process. Matt is the Dave Ramsey Investment ELP, along with his father Keith, for a multi-county area of Medina, Stark, Summit, and Wayne counties. Matt received his undergraduate degree from Taylor University in Business Administration and his Master’s Degree from Walsh University. He has his Series 6 and Series 63 investment licenses, along with his insurance license. Matt enjoys spending time with his family, reading, and staying in shape. He resides in Marshallville with his wife Buffe and three children, Emerson, Maya, and Sawyer.

Dave Ramsey SmartVestor Pro

I'm a Dave Ramsey SmartVestor Pro. That’s something you earn, not buy.

I believe that the techniques taught by Dave Ramsey, financial counselor and radio personality, are helpful in reaching your financial goals.
Being a SmartVestor Pro isn’t easy; it’s hard work because I am held to a higher standard of excellence. Dave’s team evaluates my performance every month to make sure I am the best financial advisor possible to serve your needs.
SmartVestor Pros must meet the following requirements:

• Have the heart of a teacher
• Put the client’s needs first
• Have proper licensing and active license in good standing
• Agree to help clients based on Dave Ramsey’s principles
• Be willing to serve every level of investor
• Be in good standing with FINRA and other regulatory bodies
• Have a proven history in investing