Patrick Wehrly

Patrick is our founder as well as our mentor; He has a vast amount of knowledge of all aspects of our business plans. He has logged uncountable hours of training in Taxes, Social Security, Medicare, Financial Planning, Securities and is a Licensed Insurance Agent. Patrick is passionate about keeping our office up to date, so he never stops studying. This makes our office in the forefront of latest information and products to fit any retirement plan.

 

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