As a Financial Representative, Matt works to help his clients protect what is important to them–their family, their business, and their hard-earned money. Matt understands the power of education and believes that the most effective way to help his clients feel stable in their financial situations is to build a relationship that empowers them to take action with information. He knows that trust is the foundation of any strong relationship and makes it his goal to earn the trust of all of the people he works with. That is why he makes it his goal to be a trusted friend, guide, and confidant for all of his clients.
With a history as an entrepreneur, Matt’s experience as a business owner helps give him understanding and he can relate to the concerns of business owners. He started his professional career with his first business, a cell phone company, before he went on to create a land development company. In 2008, Matt decided he could be of better service to others in the insurance and financial services field. Since then, he has provided a single-source solution for individuals, families, and business owners like himself.
Matt prides himself on getting his clients to take action for themselves and their finances. He simplifies financial matters, removes financial jargon from conversations with clients, and takes a “get things done” approach. He likes to say that he is in the business of getting clients to act for themselves. He understands the value of providing the financial resources clients need, but more importantly, he goes the extra mile to ensure clients take the actions they need to have the best financial life possible.
Matt was born and raised in Cleveland, Ohio, and is proud to have known many of his clients since elementary school. He and his wife Shawna have four sons Jared, Eli, Jesse, and Asher, and they enjoy cross-country adventures as a family in their RV. Matt also takes great pride in his community involvement. He served as the past Chair of the Young Leadership Division of the Jewish Community Federation of Cleveland and a member of the City of Solon Charter Review Commission. In his spare time, Matt is an avid golfer and Cleveland sports fan.