Patrick O'Halloran

A native of Milwaukee, WI, Patrick has been a financial advisor assisting clients since 1991, specializing in the areas of retirement planning, creative income strategies, money management and estate planning.

Patrick has established key relationships throughout the financial services industry, which keeps him abreast of current trends and products.

Thorough fact-finding, communication, and personal attention are cornerstones for Patrick in helping clients focus on the “big picture” and implement strategies to help achieve their financial goals.

Patrick is a graduate of Life Underwriters Training Council and attends ongoing continuing education courses. He has passed the following FINRA exams: Investment Company Products/Variable Contracts Limited Representative (Series 6), Uniform Securities Agent State Law Examination (Series 63), and Uniform Investment Adviser Law Examination (Series 65). Patrick is also life insurance licensed in the states of Wisconsin, (since 1988), and Arizona.

Patrick enjoys working with people from different backgrounds. His interests away from work include exploring world cultures, travel, outdoor activities and sports.  He particularly enjoys basketball, where he was a member of the John Marshall High School, Milwaukee City Conference championship team.