Leveraging almost 40 years of experience, Pat specializes in wealth management for individuals and families. With a focus on delivering value, Pat and his team help implement investment strategies to each client. “Clients appreciate our advice is tailored to them and their family.”

Pat resides in Broken Arrow with his wife, Debbie. Outside of the office, Pat enjoys golfing, traveling, and spending time with his family.

Credentials

• Chartered Financial Consultant
• FINRA Series 6, 7, 24 & 63
• Life & Health Insurance License
• Registered Representative, Securian Financial Services
• Investment Advisor Representative, Securian Financial Services
• Bachelor of Science, Business Administration, Finance; The University of Tulsa