Wealth Advisor, CFP
5183 Utica Ridge Road
Pat joined First Wealth Financial Group in September 2016. Pat has been in the financial service industry since 1980 and specializes in retirement strategies, with Series 6, 64, 7, 24 with LPL Financial and CFP® credentials. Pat’s professional goal is to help people to achieve their goals of a happy and healthy retirement. Pat and his bride, Lisa, were married in 1980 and live in Cordova, IL and have a son, Andrew. When not helping clients pursue their financial dreams, Pat enjoys NASCAR, College Football, and boating on the Mississippi River.