Matthew Rising
Client Relationship Manager
Matthew Rising helps individuals navigate their financial journeys with confidence. From planning for retirement and creating sustainable income strategies to managing day-to-day financial decisions, he provides clear, personalized guidance designed to meet each client’s unique goals.
He is licensed with Series 7 and Series 66 securities through LPL Financial, as well as life and health insurance, giving him the ability to offer a full range of investment and insurance solutions.
Matthew holds a Bachelor of Science in Business Administration with majors in Finance and Financial Planning from John Carroll University, where he built a strong foundation in investment strategy and comprehensive financial planning.