Meet Our Founder

Pat is a financial planner with over 35 years of experience in the insurance, estate planning and financial services business. Since 2000, he has been a Member Agent of The Nautilus Group^®, a service of New York Life Insurance Company and a resource for estate conservation and business succession ideas that is made available to a limited number of subscribing agents. Pat is also an Investment Adviser Representative with Eagle Strategies, LLC, a Registered Investment Adviser. His relationship with Eagle Strategies allows him to provide financial planning services and fee-based investment advice to his clients.

A trusted member and frequent speaker for the Jackson financial services and nonprofit community, Pat has served in both professional and volunteer capacities:

• .Past President, Estate Planning Council, Mississippi Chapter
• .Past President, Society of Financial Service Professionals
• .Past President Board of Directors, Make a Wish Foundation^®, Mississippi
• .2008 - 2011 Chair, Golf Tournament Committee, Young Business Leaders of Jackson, Mississippi
• .1998 Jefferson Award for Volunteerism
• .Charitable groups and related volunteer causes

Pat has earned the prestigious AEP^® designation, in recognition of his advanced training and experience in the field of estate planning. He has also attained numerous industry awards including: Lifetime Member of the Million Dollar Round Table.^* Pat holds a Masters of Science in Financial Services degree, as well as Chartered Financial Consultant, and Chartered Life Underwriter designations from the American College, Bryn Mawr, Pennsylvania.

^*MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.