top of page

Cleveland, OH


Financial Advisor – Chapter Director

30285 Bruce Industrial Parkway Suite A
Solon, OH 44139

(440) 753-6039 phone
(440) 287-5018 fax

Helen Hartman is the Chapter Director for the Foundation for Personal Financial Education in Cleveland, Ohio. The Foundation is a non-profit organization which provides financial education to various corporations and organizations to better assist the general public in handling their finances. Through a series of workshops such as retirement planning, estate planning, financial management, etc… topics  are introduced and clarified to the individual attendees. She has been delighted in partnering with manufacturers, major museums, retailers, school districts, and government offices to increase fiscal comfort for employees throughout Ohio. Helen has been presenting such topics to groups for years through community work for her previous employer, PNC Investments. She receives great joy in building confidence for financial management.

Helen has been in the securities industry since 2005. Her licenses include Series 6, 7, 63, 65, and Life and Health Insurance. She worked in the Retail Investment division of PNC Bank for 10 years which started her journey of educating people in personal finance. Currently Helen is an Independent Wealth Advisor with LPL Financial doing business as Redwood Financial Network, focusing her practice on Retirement Plans and Group Plan Services as well as Individual Wealth Management.

South Cleveland, OH


Financial Advisor – Chapter Director

24400 Chagrin Blvd.Suite 200Beachwood, OH 44122

(216) 755-7339 phone

(216) 865-1777 fax

Matt’s wealth management philosophy focuses on the importance of creating a comprehensive financial plan as a guideline to meet his client’s financial and personal goals. One of the most rewarding parts of Matt’s job is taking complex concepts and making them easier to understand, ultimately resulting in clients achieving goals they thought were out of reach. Matt grew up in Chagrin Falls, attended Purdue University, and now lives in downtown Cleveland. In his spare time, he enjoys supporting all of the city’s teams, spending time outdoors, and playing golf.

The best part about my job is getting to know people well and building trusting relationships. I take pride in taking complex problems or questions regarding someone’s financial situations and making it simple for them. There are so many important things to consider, it’s like piecing a puzzle together. When a client has that “aha moment”, I know I’ve done my job well and that’s what I strive to do every day.

bottom of page