Pat Melvin, CFP^®

How do I help our clients live a richer life?
Each person has a different definition of Living a Richer Life, my job as a Lead Advisor is to help uncover what it means for each of our clients. My goal as an advisor is to make the complex simple and give our clients financial confidence as they navigate life.

How do I align my time and money with my values and passions to Live a Richer Life?
Spending time with family and friends is the core of living a richer life. Time at home with my wife Brittany and our dog Charlie – or finding a new hiking trail – brings me peace. Playing golf with friends allows me to connect with all types of people deeply. It is a lifelong sport, both in the connection created on the course and in the individual pursuit of perfection. Finding new restaurants or trying a new wine – especially with family and friends – brings me energy and an opportunity to spend time with the people who matter most in my life.