CPA, Financial Planner
Matt Peterson is an alumnus of the University of Notre Dame and received his Bachelor of Business Administration in Accountancy. He is a Certified Public Accountant and a member of the Texas Society of CPA’s.
He began his career at KPMG, spending almost 10 years in tax and advisory roles leading global finance transformation workstreams at Fortune 1000 companies. There he also helped guide the development of the Financial Management group for associates and senior associates in the Dallas office.
“I view the relationship between a client and financial planner as that of a team. It’s essential for me to form strong relationships with each of my clients, allowing me to build a plan unique to their specific financial needs. It is a source of pride for me that my clients know they can count on me every step of the way.”
Matt is married to Sara and they have a young son, Logan. In his free time, Matt spends time with family and friends, reading, listening to music, and being outdoors playing softball and basketball.