Education
- University of Wisconsin–Madison
Bachelor of Science in Personal Finance
Business Development Coordinator
Kyle Griesbacher is a business development coordinator supporting our Middleton, Wisconsin, office, where he focuses on preparing teams and materials for prospective client relationships. Kyle works closely with business development officers to gather and organize client and advisor materials, coordinate meeting logistics, and provide on‑site support during prospect meetings.
He began his career in financial services after working at the University of Wisconsin–Madison, where he held several finance‑related roles that supported the university’s mission. His background in institutional finance and operations brings a detail‑oriented approach to business development, helping ensure meetings run smoothly and teams stay focused on client goals.
Kyle earned a bachelor’s degree in personal finance from the University of Wisconsin–Madison. In his free time, he enjoys watching professional basketball, cooking, and spending time with family in Indiana and Florida.
Thought leadership on wealth management, tax strategy, and financial planning.
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