Bio
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Topline AI
Matthew Smiler, Chfc, is a seasoned financial professional with 7+ years of experience in accounting, investments, and financial analysis. He holds a ChFC designation and a Bachelor of Business Administration degree from Towson University. Matthew has worked as a Tax Advisor, Accountant, and Investment & Tax Services specialist for top firms in the Baltimore-Washington area.
With expertise in financial reporting, forecasting, and internal controls, Matthew delivers robust financial solutions to clients.
Experience
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Baltimore-Washington Financial Advisors
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Baltimore, Maryland Area
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Tax Advisor
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Aug 2019 - Present
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Baltimore, Maryland Area
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Katz Abosch
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Timonium, MD
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Accountant
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Dec 2012 - Jul 2019
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Timonium, MD
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Hayes Financial Advisors
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Phoenix, MD
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Investment & Tax Services
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Feb 2012 - Dec 2012
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Phoenix, MD
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Martin/Wight & Company
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Hunt Valley, MD
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Retirement Services
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Jan 2008 - Feb 2012
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Hunt Valley, MD
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Education
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Towson University
Bachelor of Business Administration (B.B.A.), Marketing -
The American College
ChFC, Financial Planning and Services
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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