Steve Matson has been assisting clients with financial planning for over 40 years, holding a dual license as an Investment Advisor Representative with Creative Financial Desings, Inc. and a broker with cfd Investments, Inc. He is also a licensed insurance agent.
Steve is dedicated to developing lasting relationships, with a commitment to maintaining the highest standards of integrity and professionalism. He understands the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Steve wants to help individuals and families think through their overall financial picture and coach them toward their goals using his faith-based approach.
Steve is a member of Northside Church of the Nazerene. As a Steward of his Church he has served as Board Member, Treasurer, Trustee, and past SEO District Advisory Board Member. He is also the President of Good Deeds Service Club. Native to Southeast Ohio, Steve Matson and his wife Cathy have been married 40 years, have raised three children and enjoy three grandchildren as often as possible.