Matt, a partner of the firm, has been with DLAK for the past 7 years. Matt is a graduate of the University of Cincinnati Lindner College of Business with degrees in Finance and Accounting. He has also completed his graduate work at the University of Cincinnati achieving a Master of Science specializing in Financial Investments. Matt also holds the series 7 and 66 FINRA designations as well as his Life and Health Insurance Licenses in various states.

Matt brings extensive experience in Investment Management and Financial Planning and has a passion for helping our Clients establish and achieve their financial goals.

Outside of work Matt enjoys sports and spending time with his family. He resides in Springboro with his wife, Morgan, and their two children.

Registered Respresentative and Financial Advisor of Park Avenue Securities and Financial Representative of Gaurdian. CA Insurance License #4192790.