Matt Palmer, CAP®
Matt is CEO of the company and a client advisor. Prior to founding the company with his brother Mark, he was a principal of Professional Planning Consultants, Inc. and served as president of its investment advisory subsidiary, Portfolio Consultants, Inc. Earlier in his career Matt was a vice president of the Huntington Trust Company where he served as a member of both its investment and management committees. Matt is a summa cum laude graduate of Ohio Wesleyan University and earned a Master’s degree from Harvard University. He is a former board chair of The Catholic Foundation and a former trustee of the Bexley Education Foundation and presently serves on the professional advisory committee of The Columbus Foundation. He and his wife Lisa have three daughters and reside in Bexley where they are members of St. Catharine Church.