Patrick is a Certified Financial Planner™ and Leadership Consultant at Kemper, specializing in insurance product training. He also runs Core Planning, a fee-only financial planning practice. He holds a Bachelor of Arts from Missouri State University and has been a CFP® since 2013.
Outside of his financial career, Patrick is an avid fly fishing enthusiast who runs the "River King Fishing" blog and has published ebooks on the topic. He serves his community as a volunteer board member for the Elevate Pathways Foundation, focusing on workforce development.
Unique fact: Patrick combines his financial expertise with technology by working as a contract consultant training AI models on financial planning projects.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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