Matt joins First Business Bank’s Private Wealth team 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.
“Our team is so pleased that Matt joined us to lead our team of Wealth Advisors throughout Wisconsin and work directly with our clients,” said Brendan Freeman, President – Private Wealth. “Matt has a reputation in the community as a hard-working client advocate and team-focused individual. His demonstrated experience, leadership, motivation, and empathy already have proven to be an incredible resource for our Private Wealth clients and our team.”
About First Business Bank
First Business Bank specializes in Business Banking, including Commercial Banking and Specialty Finance, Private Wealth, and Bank Consulting Services, and through its refined focus delivers unmatched expertise, accessibility, and responsiveness. Specialty Finance solutions are delivered through First Business Bank’s wholly owned subsidiary First Business Specialty Finance, LLC. First Business Bank is a wholly owned subsidiary of First Business Financial Services, Inc. (Nasdaq: FBIZ). For additional information, visit firstbusiness.bank.