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Patrick Ritter, CFP®

Patrick Ritter, CFP®

Patrick is the Client Relationship Manager and works closely by assisting the financial advisor team on a daily basis. Patrick is a Louisville native and graduate of the Western Kentucky University Personal Financial Planning program with a dual concentration in Business Finance and Minor in Economics. He graduated Summa Cum Laude and was named the 2020 Outstanding Senior in Financial Planning. He has his Life and Health Insurance Licenses and passed his SIE and Series 7 and 66 exams held through LPL Financial. He also obtained his Certified Financial Planner™ Certification in 2022.