Edward Jones - Matt Taske

About Us

As a financial advisor based in Brown County, Ohio, I am passionate about making a positive impact on the lives of clients, their families and the community. Guided by the belief that financial success begins with understanding, I take pride in helping people see not just what financial choices are made, but why — so clients feel confident and never in the dark about their financial future.

With professional experience spanning the nonprofit sector and a Fortune 100 company, I bring a unique blend of heart and strategic insight to financial advising. This background has shaped a client-centered approach that values education, transparency and empowerment. Whether helping a young family build a strong foundation, supporting a business owner plan for the future or guiding retirees toward lasting financial independence, I strive to simplify complex concepts so every client can make informed, confident decisions.

Beyond the office, I am deeply involved in the community — coaching youth softball, serving on the Brown County Chamber of Commerce Board, spending time on the golf course and traveling with family whenever possible. These experiences reinforce my commitment to building relationships and fostering growth — both personally and professionally.

At the core, my mission is simple: to help people achieve financial clarity and security — one conversation at a time.