Health, Relationships, and Money. Our job is to make sure that a family’s money is working effectively to accomplish that job.
Pat and his wife, Susan, had their life turned upside down when his in-laws decided that their mom needed care from Susan. Mom has dementia. They found an assisted living community close to them that provided excellent care. During that process, Pat discovered new and unique strategies to help families fund elder care throughout their lives. As a Certified Financial Fiduciary, he has two decades in financial services, is a graduate of Syracuse University and a Bible school in Oklahoma. Pat shares safe money retirement strategies that help his clients save and grow multiple thousands of dollars especially during times of economic and financial uncertainties.