Matthew Wagner serves as President of the Trust & Family Office division at Parkside Financial Bank & Trust. A dedicated client advisor, Matt aggregates all financial disciplines for effective planning. Offering more than 25 years of experience, his holistic approach incorporates investment management, retirement planning, tax mitigation, risk management and estate planning. He prides himself on recognizing opportunities, implementing solutions and adjusting each customized plan in response to evolving goals and dynamic marketing environments. Matt is a Certified Financial Planner™ professional and Certified Trust and Financial Advisor. He earned his Bachelor of Science in Finance from the University of Dayton.