Matthew Zimmerman

Director of Business Development

As Director of Business Development, Matthew Zimmerman is helping business owners, commercial real estate investors, and attorneys invest for retirement with sophisticated financial and tax planning strategies.

Matt graduated from Cedarville University with a bachelor’s degree in business administration. He has over 15 years of experience in the financial services industry, with roles spanning product development, retail distribution, institutional sales, and channel marketing. Prior to joining Milestone, Matt orchestrated the design and buildout of a financial company’s first retail platform. Matt is a Certified Investment Management Analyst (CIMA) and currently holds his series 7 and 66 FINRA licenses.

Matt and his wife, Katie, have three young children and reside in the Chicagoland area. They enjoy spending time on the lake up in Northern Wisconsin, taking annual trips to Siesta Key, FL, and visiting family across the country.

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