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

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Mat Gleason currently serves as President of FBL Wealth Management, LLC (RIA) and FBL Marketing Services, LLC (broker-dealer), as well as 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.

Julie McGonegle

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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.