MATT Terwilliger, CFP

Founder/Senior Wealth Advisor

Matt works closely with clients to help them identify their financial goals, and build the needed structure to live their lives now and achieve those goals in the future. Matt specializes in creating comprehensive plans for business owners, corporate executives, and their families; helping them manage their financial lives through the complexity of life’s seasons, from growth to acquisition, liquidity, and distribution.

Matt has been working in the financial services industry since 2011. He is a Certified Financial Planner (CFP) and holds his Series 7, Series 66, Life, Health & Variable Annuity licenses respectively. Prior to becoming a financial advisor, Matt played three years of professional basketball in Germany and enjoyed a run to the NCAA national championship as a Co-Captain for the Ohio State Buckeyes in 2006.

Matt is a husband and active father of three energetic kids. He loves spending time with his family, golfing, snowboarding, and playing basketball.