Pat is a locally well-known financial educator: he is currently being featured monthly on WIS NBC TV news with Dawndy Mercer Plank, is a finance columnist for the Lexington Chronicle, and his book, 'Save Your Retirement!' hit the Amazon best seller list in March. For over 15 years, Pat has been teaching investors age 50+ how to preserve their assets, increase their income, and reduce income taxes. Many area Retirees have used Pat¹s advice to enjoy a financially independent retirement.

FAMILY/CHURCH Pat is married to his beautiful wife Janelle, and they are the proud parents of their son, Carter, and daughter, Ava. Carter has just "graduated" from middle school, while Ava is entering the 8th grade this year. Their favorite activities with dad are going to the neighborhood pool, going to the beach, and vacations at Disney World. Pat is an active member at Hope Lutheran Church in Irmo, where he has also served as the Elder of Finances for the last 8 years.

EDUCATION: ChFC: Chartered Financial Consultant · This is a designation awarded only to experienced Advisors who have completed a 10 course program of study, through the American College in Pennsylvania, focusing on Tax, Investment , Risk Management, Retirement, and Estate Planning. CLU: Chartered Life Underwriter · This is also a three year program with 10 courses focusing primarily on life insurance and income tax reduction. RFC: Registered Financial Consultant · This is awarded by the International Association of Registered Financial Consultants to those financial advisors who can meet the high standards of education, experience and integrity that are required of all its members. B.S. Purdue University · Pat graduated with honors with a degree in Accounting and a minor in Economics

ACCOMPLISHMENTS: · Approved member of by National Ethics Bureau since 2004 · Dean’s List each semester at Purdue University · Krannert Business School Academic Scholarship · Membership in Beta Gamma Sigma, a business academic fraternity · Received Speaker’s Award by Beta Gamma Sigma in April, 1999