Matthew Fox  Owner / Financial Planner

Matthew Fox

Owner / Financial Planner

Matthew Fox, Financial Planner CRC® AIF®

Matt grew up in St. Marys, PA where he attended St. Marys Area High School.  After high school, he attended St. Vincent College where he received a double major in Finance and Economics.  After spending over 10 years as a Financial Advisor with local financial institutions, he left and started Perspective Wealth Planning because he wanted to be able to offer a more personalized approach that focuses on holistic planning for all ages and net worth.  He currently lives in Jennerstown, PA with his wife and 2 daughters.  Matt spends most of his days with family,  keeping up to date on daily market changes, and enjoys playing golf in his spare time.

Phone: 814-580-9881

Email: mfox@perspectivewealthplanning.com

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Jared Dykes  Owner / Financial Advisor

Jared Dykes

Owner / Financial Advisor

Jared Dykes, Financial Advisor CRC®

Jared grew up in Allegheny Township, PA and went to Kiski Area High School.  After high school, Jared attended and graduated from the University of Pittsburgh at Johnstown with a degree in Business with a concentration in Finance.  He currently resides in Richland Township, Johnstown, PA with his wife, Jenna.  He spent over 7 years as a Financial Advisor in financial institutions before leaving and starting Perspective Wealth Planning, where he can offer his clients a more extensive and personal investment experience.  Jared enjoys spending time with family and friends, attending Pittsburgh sporting events,  keeping up to date with market news and trends, and golfing in his free time. 

Phone: 814-580-9881

Email: jdykes@perspectivewealthplanning.com

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Michael Tedeschi  Investment Strategist

Michael Tedeschi

Investment Strategist

Michael Tedeschi, Investment Strategist

Michael is a Maryland native, growing up in Montgomery county. He attended St Mary’s College of Maryland: The National Public Honors College, where he received a degree in Economics. Michael went on to be Vice President of Sales at a digital marketing firm. He left the sales world to focus on his passion in life, which is risk management and the stock markets. Mike owned his own technical analysis educational business before he started as Investment Strategist at Perspective Wealth Planning.  In this role, he continues to make weekly market analysis videos as well as help Perspective Wealth Planning with various investment strategies.

Phone: 814-580-9881

Email: mtedeschi@perspectivewealthplanning.com

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Beau Soberdash  Administrative Assistant

Beau Soberdash

Administrative Assistant

Beau Soberdash, Administrative Assistant

Beau grew up in Somerset County and graduated from North Star High School.  After high school, Beau attended Shenandoah University and obtained his Bachelor’s degree in Business Administration, with a concentration in Marketing.  Beau currently resides in Somerset, and enjoys watching sports, exercising, and playing golf in his free time.

Phone: 814-580-9881

Email: beau.soberdash@lpl.com

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