Matthew Daniels joined Summit in April of 2023 after previously serving as a retirement planner at a large brokerage firm where he specialized in portfolio allocations, fixed income, annuities, and 401k advisory services. The opportunity to join a family firm like Summit where he could offer more broad, personalized, and custom financial planning services 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 along with being a passionate supporter of his sons’ baseball careers at Cincinnati Hills Christian Academy.