
Patrick Olsenemail
Professional Story
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.
Education
St. Ambrose University (2005-2008)
Hobbies
Golf, Hiking, Travel
Affiliations & Memberships
Million Dollar Round Table, National Association of Insurance and Financial Advisors
Community Involvement
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
Languages: English
Specialties:Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Charitable Giving, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education
Check the background of this investment professional on FINRA's BrokerCheck