Matt Bruce, Client Service Manager

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Matt serves as Client Service Manager for Kurt Maltby. In that role, Matt assists Kurt’s clients with a focus on earning their trust, respect, and confidence. Matt supports Kurt in the management of his practice and serves as a primary point of contact for Kurt’s clients.

 

Matt came to Milwaukee from Littleton, Colorado to attend Marquette University. After graduating from Marquette, Matt spent many years working in a parish setting as a youth minister. He has also worked closely with other non-profit organizations to help them manage their business endeavors, including successfully creating and managing Formed Magazine, a nationally recognized youth ministry trade magazine. Matt came to Annex in 2011 to continue to serve others by developing long-term relationships and helping clients achieve financial peace of mind.

 

Matt, together with his wife Lora, and three daughters, Hannah, Clare, and Emily, live in Hales Corners. Matt is an avid outdoorsman who enjoys camping, skiing, fishing, traveling, and spending time with his family and friends.

12700 W. Bluemound Road, Elm Grove, WI 53122    Tel: 262-786-6363 Fax: 262-792-8930

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