Vice President - Director of Private Wealth & Wealth Advisor, NMLS # 569996
- First Business Bank
- Brookfield, WI
Matt joined First Business Bank’s Private Wealth team as Vice President – Director of Private Wealth & Wealth Advisor in 2021 with more than 12 years of experience in the financial industry. Matt’s experience includes significant work with clients in the areas of Investment Management, Private Banking, and Financial and Estate Planning. He has earned an Accredited Wealth Management Advisor (AMWA®) designation, Wisconsin Life Insurance license, Wisconsin Health Insurance license, FINRA 6 Securities license, and a FINRA 66 license.
Originally from Monroe, WI, Matt earned a bachelor’s degree from Edgewood College in Marketing and Finance and currently serves on United Way of Greater Milwaukee & Waukesha County’s Emerging Leaders Council. In his free time, he also enjoys spending time with his family, golfing, and exercising.
Managing Finances After Losing A Spouse