101 Commerce Boulevard,
Matthew Daniels heads up the firm’s 401k advisory services team in addition to handling individual personal financial planning. Matthew previously served as a retirement planner at a large brokerage firm where he specialized in portfolio allocations, fixed income, annuities, and 401k advisory services. He holds Series 7, 63, 66 and Life and Health Insurance Licenses. The opportunity to join a family firm like Summit where he could advise 401k plan fiduciaries as well as offering more broad, personalized, and custom financial planning services for individual clients was a perfect fit. Matthew recently married his lovely wife Kristy and has two sons and a stepson. He is a licensed amateur boxing coach and official as well as being a passionate supporter of his sons’ baseball careers at Cincinnati Hills Christian Academy.
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