Matthew B. Beck MBA, AIF®, CRPS®

Matt is a partner and financial advisor with the firm. He is a seasoned financial professional who has worked in the field for more than 35 years, with 20 of those as a financial advisor. He specializes in working with institutional clients, business owners, families, and retirees, helping them achieve their financial planning, investment management and wealth-building goals.

Matt earned his bachelor's degree in business administration from Miami University, and his MBA from the University of Indianapolis.

Matt is very involved in his community and has served on many boards and committees over the years. These include the St Paul’s Episcopal Church Vestry, St. Paul’s Finance Committee, Oakwood Boosters, and the Rotary Club of Boca Raton. He also supports a number of charitable causes with time and treasure. Matt’s outside passions include his adult children and their families, jogging, golf, horses, hay farming and travel.

Office location: Dayton, OH