Matt was raisedmatt headshot in Cincinnati, Ohio.  He received a BBA from UC and a MAcc from NKU.  Before coming to Mackey Advisors, Matt worked both in corporate finance and personal finance.  His focus was small business retirement plans, complex retirement account issues, and overall financial planning.  He will work with the Personal Services group, supporting Andy.

He currently lives in Fort Thomas, Ky with his wife Cristy and his daughter Vera.

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Q & A with Matt

Do you have any pets?

I have a Rat Terrier mix named Rocky.  My wife and I adopted him the day after we returned from our honeymoon.

What is your favorite food?

Pizza and Grilled food.

Do you have a hidden talent?

My wife would probably say I can make chocolate disappear.

What is your dream vacation?

It changes weekly.  This week it is hiking any of the John Muir Trails with my wife.  However, any outdoor pursuit would be just as good.

What has been your biggest personal “epiphany” about money?

Plan so that you can enjoy your life now and in the future.  A lot of people are optimistic about what their future holds and tend to dream without acting. Planning helps you realize those dreams
about the future, and give you a guide for what you are capable of doing today.

Why do you like working with Mackey Advisors?

This firm is the best possible version of different.  We venture beyond the typical financial planning model to help clients not only envision the future, but help them create it.