Rudy V2

Patrick Rudy, CFA, CFP®, CPA


Patrick is an experienced financial planning and investment management professional. As a Certified Financial Planner professional and Chartered Financial Analyst, Patrick takes a holistic approach to investing and planning. Patrick is passionate about helping his clients with the saving and investing vehicles available today. Patrick assists his clients through the development, implementation and monitoring of a comprehensive financial plan that is tailored to each individual's unique circumstances.

In his free time, Patrick enjoys spending time with his amazing wife and three kids. As a family, they enjoy water skiing, snow skiing, camping, and traveling.