Matthew J. Andrews, MBA
Matthew (Matt) Andrews, Financial Advisor and Branch Manager for our West Bend and Sheboygan, Wisconsin offices, joined Ziegler Wealth Management in 2014. Matt brings more than 20 years of banking and wealth management experience to his position with Ziegler. Prior to joining Ziegler, Matt served as Market Director for Chase Private Client and Chase Investments for JP Morgan Chase, where he led a team of 32 associates and was recognized as a leader in business building, training, marketing, strategy development and implementation and ongoing support. He was also one of the top-ranked market directors in financial advisor onboarding and compliance.
Matt also played an integral role within JP Morgan Chase to promote diversity, employee development and community involvement. Prior to joining JP Morgan, Matt held progressive leadership positions at Associated Bank and Community First Credit Union.
Matt works with clients to identify their financial planning needs and provides investment recommendations and advice tailored to assist each client in achieving their short term and long term financial goals. With a focus on retirement and estate planning, Matt crafts financial plans around accumulating wealth and income for retirement, based on a client's risk tolerance and timeline.
Matt holds a Master of Business Administration from the University of Wisconsin – Oshkosh and a Bachelor of Business Administration from the University of Wisconsin – Stevens Point. He is FINRA series 4, 7, 24, 53 and 66 licensed. Matt resides in West Bend with his wife Michelle and their two daughters Hannah and Moira.
Begin by discussing your needs and goals with Matt. He will be glad to explain the financial tools and investment opportunities available through Ziegler. Please call 262 808 2212 to schedule a time to meet.