JL Smith | Holistic Wealth Management
Matthew Yakimow is a dedicated professional currently serving as a Client Service Associate II at JL Smith | Wealth & Tax Planning since August 2023. Prior experience includes roles as a Bartender at Red Tail Golf Club, a Finance Intern at JOANN Stores, and a Medical Billing Auditor at JP RMP, showcasing a diverse skill set in customer service, finance, and accounting. Matthew's foundational experiences began as a Front Desk Clerk at Berea Recreation Center, where optimization of customer interactions and employee training were key responsibilities. Matthew holds a degree from Kent State University and an Associate's degree from Cuyahoga Community College, complemented by a high school diploma from Berea-Midpark High School.
JL Smith | Holistic Wealth Management
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by providing sound financial information. Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does. Financial planning and investment advisory services are offered through Prosperity Capital Advisors (PCA) an SEC-registered investment advisor. For more information, please visit www.adviserinfo.sec.gov.