Matt Mithoefer
Financial Advisor / Notary / Office Manager
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. In addition to working alongside Sandy as she meets with clients, he now manages a portion of the firm’s clients on his own and continues to assist 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. He worked in accounting roles with his previous employers.
Matt is fortunate to serve in his church with youth and maintenance ministries. He and his wife Logan have been blessed with both biological and foster children. When given the opportunity to travel, they enjoy crossing National Parks off their bucket list.