Matt Medlock

Matt Medlock

Matt first began his career in the financial services industry over 23 years ago in 1997 as a commercial loan officer for the top financial services and banking firms in Colorado and Nebraska. In 2011, Matt founded and later sold in 2019 the financial services company, PaySAFE. This diverse blend of being both banker and business owner allows Matt to understand the complex challenges of developing and adhering to a dynamic financial plan.

Matt has the ability to communicate complex matters in simple language along with creating mutual accountability to pursue his client’s unique financial goals. His typical clients are business owners looking to accomplish business succession and planning for personal financial freedom.

Matt received his Bachelor’s degree in Finance from the University of Nebraska-Lincoln and earned his MBA from Creighton University. He is also a graduate from the Colorado Graduate School of Banking.

Matt grew up in Valentine, Nebraska. He has resided in Omaha since 2003 with his wife, Anne, and their two children Gwyneth and Henry. Matt enjoys the outdoors hunting/fishing and mentoring youth as head coach of the Skutt Catholic high school trap shooting team.

 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Bank Iowa and TR Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using TR Financial Group, and may also be employees of Bank Iowa.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bank Iowa or TR Financial Group.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed
Not Bank Deposits or Obligations May Lose Value