PARTNER AND WEALTH ADVISOR
Brian joined Pegasus Partners in January of 2017 as a Wealth Advisor.
He serves a wide variety of families as principal Wealth Management Advisor and is a voting member of the firm’s Investment Committee. Brian specializes in asset allocation and high-level estate and tax planning strategies.
Brian started his career working for a multi-family office before transitioning to a single-family office. While there, he led the investment committee and worked with many of the family’s direct investments. Following that role, Brian joined Ernst & Young as a manager in their Private Client practice. During his time at Ernst & Young, he focused on complex tax and estate planning for ultra-high net worth families.
Brian graduated from Winona State University with a double major in Accounting and Business Administration. He is a Certified Public Accountant and holds the Chartered Financial Analyst designation. Brian is an active member for the Milwaukee Estate Planning Forum.
Brian and his wife Elizabeth have two daughters and he enjoys golf, sports, and his Harley.