Matthew Vegel specializes in tax and retirement planning. He searches for the most advantageous Roth conversions for his clients so they can save on taxes for themselves and their heirs.

Matthew measures success by his clients’ peace of mind, and he treats their assets with the respect he gives his own. His clients enjoy having a versatile plan and enjoy saving money on taxes. They also enjoy the spirit of hard work & effort to achieve results.

Matthew has his Series 65 and Life & Health Insurance License. These allow him to provide investment advice and life and health insurance recommendations. He has a BBA in Financial Management from The University of Akron and graduated Summa Cum Laude.

He lives in Brunswick, Ohio, and enjoys family time, exercising, reading, and dogs. He has one golden retriever.