:: 401(k) Rollovers
:: Retirement Planning
:: Stock, Bonds, Mutual Funds, CDs
:: Fixed/Variable Annuities
:: College Planning
Pat's accounting degree and 14-plus years of helping clients achieve their financial goals have laid the groundwork for his role as a Financial Advisor. His experience with banking, accounting and brokerage have gained Pat the reputation as a top client service professional.
When he's not providing financial advice, Pat enjoys volunteering in support of the local community. He is a member of the Memorial High School Hall of Fame committee and a volunteer at Holy Rosary School, coaching various sports teams. He also volunteers for the University of Evansville Baseball Committee. Pat and his wife, Lori, have four children, Sophie, Sadie, Simon and Sam.
:: University of Evansville, Accounting
Securities Registrations (held through LPL Financial)
:: Series 6, 7, 63, 65
Life, Accident & Health Insurance License
:: Licensed in IN