Matt Urbanek, CFP®, CRPC®, CPWA®

Matt is a Wealth Planner and Senior Vice President at Baird, having
joined the firm in July 2024. Matt has worked in the financial
services industry for 18 years with the past 10 coming in a
retirement planning and wealth planning capacity. Matt holds his
Certified Financial Planner™, Chartered Private Wealth Advisor™,
as well as the Chartered Retirement Planning Counselor
designations. His passion is for helping individuals and families to
define purpose in their wealth journey and to ensure that every
client has a meaningful and impactful financial plan.

Prior to joining the Wealth Planning team at Baird, Matt worked as
the Financial Planning Director for the Wisconsin, Minnesota, and
Dakotas markets at Morgan Stanley and additionally the Midwest
Regional Manager for Retirement Education and Planning Services
at Transamerica Retirement Solutions. Matt earned his Bachelor's
degrees in Economics and Legal Studies from the University of
Wisconsin-Madison.

Matt lives in New Berlin, Wisconsin with his wife Molly, daughter
Isabella, and bordoodle dog Jack. Outside of work, Matt enjoys
traveling, all things outdoors (biking, hiking, golfing, lake lounging),
and all things Wisconsin sports.