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 →They focus on objectivity in a pitch and pay little attention to bells and whistles. They don’t always try to control the conversation but neither do they like yielding it fully. They can be nudged to make faster decisions by offering what they value.
Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.
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