Since 1989 Matt has guided clients through multiple market cycles and major life events. Matt’s core focus is retirement planning. He has helped clients in or nearing retirement develop effective wealth accumulation, retirement income distribution and legacy planning strategies designed to help preserve a lifetime of assets while minimizing the impact of taxes. Matt takes great pride in having worked with multiple generations of family members; including three, four and even five generations of the same family.
Matt graduated from the University of Illinois in 1989 with a BS in Finance and after working with Edward Jones for over 17 years, founded Franklin Investment Services in 2007. Matt holds his FINRA series 7, 24, 63 and 65 securities licenses. He resides in Wooster with his wife, Chris. They have two grown children, Carter and Courtney. He is an avid fan of harness racing and enjoys shooting trap and sporting clays, playing golf and spending time with his family.