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Professional Background: Patrick is the Managing Member in Benefit Plans Plus and has
responsibility for overall practice management and growth.
He has more than 19 years of retirement plan industry experience
and is responsible for business development as well as developing
new initiatives. In addition, he specializes in financial advisor
relations, including 401k sales prospecting presentations, vendor
searches and fiduciary consulting.
Patrick has earned the Group Benefits Associate (GBA)
designation from the International Foundation of Employee
Benefits Plans 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.
His memberships include:
- Financial Planning Association
- International Federation of Employee Benefit Plans
- National Association of Insurance & Financial Advisers
- Profit Sharing Council of America
A graduate of Westminster College in Fulton, Missouri, Patrick
holds a Bachelor of Arts degree in Business/Committee Plan.
On a Personal Note: Patrick resides in Ballwin with his wife and three children.
What is the funniest/most unusual thing that has happened on the job? In the early 90’s a pensioner (who sounded like he was on oxygen) threatened to drive to St. Louis from Tennessee and beat me up because his monthly check had not arrived. He asked for my address and I gave it him.
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