Patrick is a Member in Benefit Plans Plus and has responsibility for overall practice management and growth.

He has more than 15 years of experience and is responsible for bringing business into the firm as well as developing new initiatives. In addition, he specializes in financial advisor relations, including 401k sales prospecting presentations, vendor benchmarking and fiduciary consulting.

Patrick has earned the Group Benefits Associate (GBA) designation from the Certified Employee Benefit Specialist (CEBS) program and is currently completing the required curriculum for the CEBS designation. He has received “Recognition of Academic Achievement in Group Benefits” from CEBS. Pat also holds a Life & Health insurance license in the state of Missouri.

A graduate of Westminster College in Fulton, Missouri, Patrick holds a Bachelor of Arts degree in Business/Committee Plan. His memberships include:

• Employee Benefits Association of St. Louis
  
• Profit Sharing Council of America
  
• International Federation of Employee Benefit Plans