Patrick Daniels

Associate Planner

Patrick is an Associate Planner and a CERTIFIED FINANCIAL PLANNER ™ (CFP ®) professional and CERTIFIED DIVORCE FINANCIAL ANALYST ® certificant with over 7 years experience in the personal financial services industry. He is passionate about helping every-day people understand their finances and empowering them to use their resources to work toward their goals. Outside of work Patrick enjoys the art of fermenting, riding his motorcycle, taking part in extreme wellness sports, and volunteering his time in his community.

Education: Ball State University, B.S., Business Administration

Wealth consists not in having great possessions, but in having few wants. - Epictetus

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Get to know Patrick

My significant other (Sarah) and I at Gulf Shores. What a beautiful beach!

My first Spartan Run. I had no idea what I was getting myself into!

My skydiving experience summed up in one photo…

Suited up and booted up to raise awareness for prostate cancer and men’s health as part of an annual Distinguished Gentleman’s Ride.

What's the craziest thing you've ever done?

I went skydiving!

What are you currently watching on Netflix?

A childhood favorite: Stargate SG-1

If you could visit anywhere in the world you've never been, where would you go?

I would love to visit Ireland.

What's the last book you read?

The Wealthy Renter by Alex Avery