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Matthew T
Series 63, Series 66
Dayton, OH
Blake Schutter Theil Wealth Advisors, LLC
Matthew Theil is a financial advisor with Blake Schutter Theil Wealth Advisors, LLC in Dayton, Ohio, holding Series 63 and Series 66 licenses and with 18 years of industry experience. Prior to joining Blake Schutter Theil Wealth Advisors in 2024, he was with Ray|Theil Wealth Management for 13 years. He is also the owner of a tax services business. Blake Schutter Theil Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities, providing comprehensive financial planning, investment management, and consulting. The firm employs a goal-oriented planning process and a strategic asset allocation approach, managing approximately $463 million in client assets with a team of four advisors.
Mark S
Series 65
Dayton, OH
Blake Schutter Theil Wealth Advisors, LLC
Mark Schutter is a Series 65 licensed advisor at Blake Schutter Theil Wealth Advisors, LLC with 16 years of industry experience. He has held leadership roles as President and CIO at multiple affiliated investment entities and serves on several nonprofit boards, including the Greene County Community Foundation and Goodwill Easter Seals Miami Valley. Schutter is also involved in community sports as treasurer of the Centerville Baseball League and participates on the University of Dayton Davis Center for Portfolio Management advisory board. Blake Schutter Theil Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities with comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan consulting. The firm employs a goal-oriented planning process and implements portfolios through strategic and tactical asset allocation across mutual funds, ETFs, and separately managed accounts.
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