Who We Are

Matt Tranquilli, CPA, CFP®

Tax Advisor

Matt is a graduate of Ohio Wesleyan University with a degree in Accounting.  He began his career with Fifth Third Bank serving in roles as Financial Center Manager, Financial Advisor, and in Brokerage Operations.  Prior to joining Wealthquest, Matt served as Director of Operations for an Investment Advisory Firm where he led the launch of tax preparation services.

Matt earned his Ohio CPA license in 2007, and in 2018 obtained his Certified Financial Planner (CFP®) designation.

In his free time, Matt enjoys being outdoors and actively participates in Triathlon’s, competing in over 100 races since 2007.

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Tel: 513.530.9700
Fax: 513.530.9776
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