Knowledge is the key to a successful financial future. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
St. Ambrose University (2005-2008)
Affiliations & Memberships
Million Dollar Round Table
National Association of Insurance and Financial Advisors
Handicapped Development Center (Board Member)
North Scott Rotary (2nd Vice President)
Young Life Davenport (Committee Co-Chair)
St. Ambrose University Planned Giving Council
St. Ambrose University Alumni Philanthropy Council
- Insurance Strategies
- Investment Strategies
- Business Owners
- Retirement Income Planning
- College Funding Strategies
- Charitable Giving
- Business Succession Planning
- Risk Management Strategies
- Estate Planning
- Financial Education
- Student Loan Refinancing
Check the background of this investment professional on FINRA’s BrokerCheckSee Patrick’s Licenses and Disclosures