Specialties
About Me
Patrick is a dedicated professional in the financial services industry with a rich background in psychology and behavioral finance.
He holds specialized training in insurance and investment planning, enabling him to offer comprehensive financial guidance to his clients. Patrick’s career is distinguished by his commitment to community service, evidenced by his collaborations with several nonprofit organizations, including Life Free Animal Rescue and Boys and Girls Clubs. Being personally impacted by long-term care events, he takes particular interest in aiding clients to navigate this complicated topic. His multifaceted expertise and compassionate approach make him a valuable asset to both his clients and the community.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CLU, RICP, FSCP, WMCP
Chartered Designations
What do these credentials mean?
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Disclosures
Registered Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. THG Financial Strategies is not an affiliate of OneAmerica Securities and is not a broker dealer or Registered Investment Advisor. Do not transmit orders regarding your OneAmerica Securities, Inc. account via e-mail. OneAmerica Securities, Inc. and THG Financial Strategies will not be responsible for carrying out such orders and or instructions.