Pat Horne in

Pat Horne

Questioner · DISC type c
Financial Representative at Northwestern Mutual
📍 Pewaukee, Wisconsin, United States

Pat Horne is a Financial Advisor at Northwestern Mutual, where he provides expert guidance for a lifetime of financial security. He holds CLU® and ChFC® designations and earned a Bachelor of Business Administration from Carroll University. He specializes in creating comprehensive financial plans for individuals, families, and businesses.

Pat is passionate about community involvement and has a special focus on helping families of individuals with special needs navigate their unique financial challenges. In 2020, he was recognized by the United Performing Arts Fund as the "Volunteer of the Year, Fundraising" for his significant contributions.

He is a member of Northwestern Mutuals Special Steps program, which is dedicated to providing financial services for families of individuals with special needs.

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Experience
45 Years
Current Role
Financial Representative
Job Level
Junior
Location
Pewaukee, Wisconsin, United States
Personality Overview

How Pat shows up

Cautious & Analytical
Not Easily Convinced
Value Seeker

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They are more likely than others to negotiate on pricing and terms. They prefer to do thorough analysis of any situation.

Priorities

Topics Pat cares about

Special Needs Planning
He is a member of Northwestern Mutual's Special Steps program, which is dedicated to assisting families with special needs children with their financial security.
Financial Security
His stated mission is to help clients achieve financial security by identifying goals and suggesting solutions to help implement and reach them over the long term.
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Career

Work history

1981
Financial Representative
Northwestern Mutual
In the press

Media appearances

Patrick T. Horne, Financial Advisor – Waukesha, WI. Featured in Northwestern Mutual
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Education
1977 - 1979
Bachelor of Business Administration - BBA
Carroll University
1975 - 1977
Associate's degree
Concordia University-Wisconsin
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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