PARTNER AND WEALTH ADVISOR
Matt joined Pegasus Partners in 2015 to assist with the transition from the predecessor firm and currently is a Wealth Advisor. He advises families on tax and estate planning, multi-generational wealth transfer, and charitiable giving strategies. He particularly enjoys being involved in relationships where he can assist with big life transitions related to family, careers, or legacy.
Prior to Pegasus Partners, Matt started his career in public accounting, performing financial statement audits for both public and privately-held businesses. He also worked as a Financial Advisor at a wealth management firm in the Chicago area.
Matt has a BS in Accountancy from the University of Illinois Urbana-Champaign and is a Certified Public Accountant and holds the Certified Financial Planner ™ designation.
He also helps a variety of non-profit organizations and is both resident and curator of a historic home in Milwaukee’s Upper East Side. He and his wife Victoria are in the early stages of a quest to help their three children become healthy, empathetic, and productive adults.