Meet The Team
Greensview is a real place, a lookout point outside a small town in Tennessee. A community where doors go unlocked, everyone knows each other and trust is a way of life. We strive to have the same small-town values.
At Greensview Wealth Management, we do things just a little bit differently. If that sounds like the kind of partnership that resonates with you, we’d love to meet you. We think you’ll like what you see.
As an Investment Adviser Representative, Matt’s personal mission is to help others gain confidence in their investment management approach, all the while knowing that they — the client — come first.
Although clients primarily come to him for investment management needs, Matt has developed a reputation as their “go-to guy” for all financial matters. His clients value his trusted opinion and guidance, a responsibility he doesn’t take lightly. He welcomes their questions, no matter how broad.
Matt strives to be an advisor who does the legwork for his clients, searching to find the best strategies to help fit their individual needs and wants. He believes in offering clients the golden rule of service, to treat them the same way he wishes to be treated, and he does all in his power to offer a personalized experience that so many larger firms simply can’t.
Matt earned his bachelor’s degree in finance with a minor in economics from Miami University in Ohio and then entered the financial services industry in 2007. Prior to opening Greensview Wealth Management in 2015, he was employed as a financial advisor with Wells Fargo and PNC Investments. He credits this experience for helping him find his footing in the industry and begin to build a base knowledge, but he also recognized early on that he wanted to do more to help his clients succeed.
Although born in London, Matt spent the majority of his childhood living in Ohio. He and his wife, Sarah, and their son, Jackson, now split their time between Chicago and Franklin, Tennessee, to be close to family. When he’s not in the office, Matt enjoys golfing, fishing, cooking and spending time with his family.
Chief Executive Officer, CFP®, CIMA®
Derek’s goal is to take the mystery out of investing for his clients by helping them manage risk, prepare for retirement and, ultimately, preserve their wealth. He has seen too many folks miss out on potentially rewarding opportunities for themselves, their business and their family by taking on unnecessary financial risks and failing to adequately protect their hard-earned assets. That’s why he entered the industry: To take the complex and confusing and turn it into simple and clear strategies for success.
After a severe injury and several surgeries took him out of college for over a year, Derek saw firsthand how unforeseen events can impact a family’s financial situation. Always good with numbers, he returned to school with a focus on finance and a drive to help others prepare a financial blueprint for the life they deserve. He earned his bachelor’s degree from The Ohio State University and went straight into the financial industry. He worked at Morningstar Investment Management as a regional director, consulting on asset management portfolios prior to joining Greensview Wealth Management.
Today, Derek is passionate about providing financial planning services for professionals and retirees. He believes the financial plan is the blueprint for a complete financial home, and in that home, investments, risk management, tax optimization and estate planning occupy different rooms. Each room has its own style, layout and structure. When pieced together, the complete financial home offers a strong foundation for years to come.
Derek has been awarded several designations for demonstrating in-depth knowledge of complex planning issues, including the CERTIFIED FINANCIAL PLANNERTM (CFP®) and Certified Investment Management Analyst® (CIMA®).
In his free time, Derek enjoys spending time with his wife, Antonietta and their dog, Giggy, the outdoors, hockey, cooking and spending time with family.
Ready to Take The Next Step?
For more information about any of the services listed here, schedule a meeting today or register to attend a seminar.