BRETT CLARK | PARAPLANNER

 

In 2024, Brett Clark joined Pegasus Capital Management as a paraplanner leveraging his extensive background as a revenue accountant at Oracle/Cerner in Kansas City. During his time with Oracle/Cerner, Brett was responsible for accurately reporting revenue transactions and analyzing contracts.

As a paraplanner at Pegasus Capital Management, Brett collaborates closely with the firm’s advisors, undertaking tasks such as research, financial analysis, and helping advisors deliver comprehensive planning solutions for clients.  Brett holds FINRA Series 7 and Series 66 securities registrations.

A graduate of the University of North Carolina at Chapel Hill, Brett holds a business administration degree with a finance concentration through the Kenan-Flagler Business School. While at UNC, he was a member of the UNC Men’s Varsity Tennis Team, earning many recognitions including winning the Arthur Ashe Leadership and Sportsmanship Award and the distinction of being named a Doubles All-American.

A Florida native, Brett maintains a steadfast connection to his alma mater through continued involvement in the Carolina Leadership Academy, actively engaging in various activities and programs centered around leadership roles and responsibilities.

Brett furthered his education by earning an M.B.A. from the University of Missouri–Kansas City.

Brett is married with a daughter and son and enjoys playing golf and tennis in his free time.