If you ask Pat where he is from, he will likely tell you he is from the same town as Bob Dylan – Hibbing, Minnesota. This native Minnesotan has found his career calling in Nebraska as a Senior Advisor at SilverStone Group. He truly enjoys helping plan participants learn how to save and identify financial goals designed to benefit them over the long-term. Pat has 15 years of experience in qualified plan investments, 10 of which have focused on the institutional side of corporate retirement planning. This background has enabled Pat to provide retirement planning solutions with attention to communication and service. In his day-to-day work-life, Pat provides recommendations to clients by proactively monitoring investments and working to help them meet their financial goals.
Pat is active in the community and is currently a member of the Omaha Morning Rotary, Omaha Venture Group, Jaybacker Jamboree Committee and the AKSARBEN Floor Committee. His past involvement includes serving as a board member for the Creighton University Young Alumni Association. When he’s not at work, you might find Pat attending a local sporting event such as Creighton Basketball or UNO Hockey, or enjoying a round of golf.
e-mail: firstname.lastname@example.org | phone: 402.964.5594 | fax: 402.963.4084
- Accredited Investment Fiduciary (AIF)
- Qualified Plan Financial Consultant (QPFC)
Bachelor of Science | Business Administration & Finance
Creighton University | Omaha, NE
Securities Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck. Investment Advisory Services Offered Through SilverStone Asset Management. SilverStone Asset Management and SilverStone Group are independently owned and are not under common ownership with M Holdings Securities, Inc.