Matt Miller joined Baird as a Financial Advisor Associate with The Lakeshore Legacy Group in July 2026. Prior to joining Baird, Matt spent more than sixteen years in corporate treasury and financial management, holding leadership roles with manufacturing companies throughout the Midwest and helping organizations manage liquidity, financial risk, and capital planning. Matt earned a bachelor’s degree in finance and marketing from the University of Wisconsin-La Crosse and a Master of Business Administration (MBA) from the University of Wisconsin-Madison. He also holds the Certified Treasury Professional (CTP) designation and FINRA Series 7 and Series 66 registrations. Matt’s background in corporate finance, treasury management, and investment services provides a strong foundation for helping clients navigate complex financial decisions and pursue their long-term financial goals.
Matt resides in Wauwatosa, Wisconsin, with his wife, Jessica, who is also a Baird associate, and their dog, Mia. He is an Emeritus Member of the Midwest Athletes Against Childhood Cancer (MACC) Fund Emerging Leaders Board, reflecting his commitment to supporting families affected by childhood cancer and giving back to the community. Outside of work, Matt enjoys golfing, traveling, exploring the outdoors, and competing in trivia. He values building meaningful relationships and takes pride in helping individuals and families gain confidence in their financial future.