CERTIFIED FINANCIAL PLANNER(tm) and REALTOR(r) As a fiduciary, Matthew believes in always putting a client's interest first and takes pride in helping others achieve their goals. He specializes in creative estate planning for high net worth individuals. He also has a special interest in the real estate industry, holding a real estate license and focusing on 1031 Exchanges, Opportunity Zones, Investment Real Estate, Residential and Commercial Matthew received his Bachelor of Science in Finance from The Ohio State University Fisher College of Business and began his career in the financial services industry at Morgan Stanley. He currently lives in Hallandale Beach, FL and enjoys spending this free time being active outdoors.