Joined Lido: 2024
Homebase: Mequon, WI
Professional Focus: Matt advises families on estate planning, multi-generational wealth transfer, and charitable giving strategies. He particularly enjoys being involved in relationships where he can assist with big life transitions related to family, careers, or legacy.
Professional Designations: CERTIFIED FINANCIAL PLANNER®, Certified Public Accountant*
Education: B.S., Accountancy, University of Illinois, Urbana-Champaign
Previous Work Highlights: Matt began 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. Prior to its partnership with Lido in 2024, Matt served as Partner and Wealth Advisor at Pegasus Partners.
Personal Facts: He helps a variety of non-profit organizations and is both resident and curator of a historic home in Milwaukee’s Upper East Side. Matt and his wife Victoria are in the early stages of a quest to help their three children become healthy, empathetic, and productive adults.
*Inactive
