Matt Urbanek, CFP®
Wealth Planner
Matt is a Wealth Planner and Vice President at Baird, having joined the firm in July 2024. Matt has worked in the financial services industry for 19 years with the past 10 coming in a retirement planning and wealth planning capacity. Matt holds both his Certified Financial Planner (R), 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.