Matthew Daniels, CPFA® heads up the firm’s 401(k) 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 401(k) advisory services. He holds Series 7, 63, 66 security registrations and Life and Health Insurance Licenses. The opportunity to join a family firm like Summit where he could advise 401(k) plan fiduciaries as well as offering more broad, personalized, and custom financial planning services for individual clients was a perfect fit. Matthew is very happily married to Kristy Daniels, a nationally recognized addiction and recovery expert, and has two sons and a stepson. He is a long-time accredited amateur boxing coach and supporter of youth boxing programs in Cincinnati and he formerly owned his own gym. He is also a passionate supporter of his sons’ baseball pitching careers at Heidelberg University and Bellarmine University respectively.