Matt Mithoefer

Financial Advisor / Office Manager / Notary


Matt joined the firm in November of 2020 and has been busy ever since. In 2021 he passed his Series 7, Series 66, Ohio Life and Health exam and became a Notary Public with the State of Ohio. He has been working alongside Sandy as she meets with clients as well as assisting with all aspects of client services.

Matt was led to the organization through prayer and a mutual ministry that he and the firm support. Matt has had a lifelong interest in personal finance, investing and stewardship.

A native Cincinnatian, Matt is an Ohio State University graduate that worked in accounting in his previous roles.

Matt is fortunate to serve in his church with youth and maintenance ministries. He and his wife Logan have two little ones at home, a boy and a girl. When blessed with the resources to travel, they enjoy crossing National Parks off their bucket list.

Phone 513-644-3238 ext 20
Fax 513-644-3239