Meet Our Leadership Team

The Wealth Management Leadership Team leads and oversees the vision for the division and are available to you to contact for information, guidance, and recommendations. They set the direction for the department by introducing new initiatives, innovations, and improvements for growth.

Mat Gleason

 

Mat Gleason currently serves as President of FBL Marketing Services, LLC (broker-dealer); Vice President of FBL Wealth Management, LLC (RIA); and Vice President – Wealth Management at FBL Financial Group, Inc.  During his tenure with the Companies, Mat has held various leadership positions within the Companies – including VP – Agencies, Iowa Regional Sales VP, Nebraska Regional Sales VP, Distribution Support VP, Director of Agency Development and several other positions within the Agency Development and Agency Training departments. Prior to joining our Companies in 2010, Mat was an Agent with another company where he was a Rising Star Award recipient, perennial Life Leaders qualifier, and was the 2009 Iowa Agent of the Year. He has a Bachelor of Business Administration from the University of Iowa, a Masters of Business Administration from the University of Phoenix, and various industry designations including the CLU® and RHU®. Mat maintains the series 6, 7, 24, 26, 63, and 65 registrations with FINRA.

Brad Hunt

Brad Hunt currently serves as Wealth Management Sales VP of FBL Financial Group, Inc. Brad began his career in the Financial Services industry as a Financial Advisor with Merrill Lynch in Bloomfield Hills, Michigan. He successfully built a planning based practice there and further at Paine Webber (UBS) where he was invited to participate in the Leadership and Management Development program. Brad took his first leadership role as Branch Manager of the UBS Virginia Beach branch and ultimately leading all seven branches in the state of Virginia as Executive Director/ Market Area Manager. 

Later, Brad led large geographic teams in his role as Vice President/Private Client at Charles Schwab in Indianapolis and Denver. Rounding out his experience with the RIA sector, he was most recently in the role of Sr Vice President of Client Acquisition at EP Wealth Advisors helping expand their foot print in Colorado and beyond. 

Brad traces his roots to the Midwest where he attended undergraduate school (Marketing) at a Eastern Illinois University and graduate (MBA) school at Wayne State in Detroit. He has earned his CFP and CWS industry designations as well as attended other programs on coaching, leading, and negotiating.  

Julie McGonegle

Julie McGonegle was named the Wealth Management Operations VP of FBL Financial Group, Inc in July 2017.  She has overall responsibilities for oversight of the wealth management platform and team of nine Middle Office staff responsible for processing business on behalf of the firms’ broker/dealer and RIA. Additionally, this role is part of the Wealth Management Leadership team and contributes to the strategic planning and development efforts for the business unit, as well as an officer of the B/D and RIA boards and Operating Committee.  Julie’s entry in the industry began as a financial planner with another firm in 1991.  Upon joining the Companies in 1994, her initial role working in the B/D was to train and promote mutual funds and variable products. Through the years, she has served in various roles in the Marketing & Distribution organization taking on additional leadership and management oversight responsibilities.

A graduate of Iowa State University Graduate (Earned Bachelor’s degree with work towards master’s degree), Julie has also continued growing her industry knowledge earned in attaining several industry designations which include: CFP®, CLU®, ChFC®, and FLMI and maintains FINRA licenses (Series 7, 6, 63 and 26) along with IA life insurance license.