Matt serves as a Director and Wealth Advisor at Greenline Wealth Management, specializing as a financial advisor focusing on 401(k) plans and qualified retirement plans for small and medium-sized businesses. He works closely with employees to help them understand their retirement options, build personalized portfolios, and feel confident about their financial future. There's nothing more rewarding for Matt than seeing someone experience that sense of clarity and relief when they realize they have a plan – and a path – toward a secure retirement. His role involves providing tailored guidance to help companies set up and manage effective retirement programs for their employees, and he is known for his high-touch, client-centered approach that prioritizes building meaningful relationships with each client.
Matt's consultative style is rooted in transparency and trust, with a focus on delivering exceptional service and support to every business he works with. He partners closely with companies to navigate the complexities of ERISA Plans, helping them make informed decisions that benefit both the organization and its employees. As an Investment Advisor Representative, he also supports individuals and families with all aspects of their investment and retirement planning needs, ensuring that each interaction is personalized and attentive to their unique corporate requirements. After graduating from Bowling Green State University, Matt built his career on the foundation of helping others achieve financial security and confidence.
What Matt finds most fascinating about working with clients is that, regardless of industry or company size, they all share a common goal: providing support and comfort for their employees. Each plan may be designed differently, but at the heart of every engagement, everyone wants to know their team – and their own retirement – is on the right track. This universal desire to care for others resonates deeply with Matt and drives his passion for this work every day.
As a native of Youngstown, Ohio, Matt currently lives in Vernon Hills, IL with his wife, Danielle, and their young daughter. Becoming a parent has given him an even deeper appreciation for the importance of long-term planning and financial stability, and his family inspires him every day to help others feel secure about their future – just as he wants for his own. Outside of work, Matt enjoys spending as much time as he can with his family and getting out on the golf course when possible. Whether it's a quiet weekend with his wife and daughter or a quick round with friends, those moments help him recharge and stay grounded, ultimately making him a better advisor for his clients.