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 that will benefit them over the long-term. Pat has more than 10 years of experience in qualified plan investments, 5 of which have focused on the institutional side of corporate retirement planning. This extensive background has enabled Pat to provide comprehensive retirement planning solutions with a high level of 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 and Omaha Venture Group. 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
Bachelor of Science | Business Administration & Finance
Creighton University | Omaha, NE
Securities Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. 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.