Monthly Recap – November 2024
December 6, 2024
Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a r...
Pat works with a select group of clients to help them, build, manage, protect and transition their wealth. As a Chartered Retirement Planning CounselorSM and CERTIFIED FINANCIAL PLANNERTM professional, Pat takes a goal-based approach to investment planning. Once goals are determined, Pat helps his clients create and implement a fluid plan that will help his clients achieve their goals. On an ongoing basis, Pat and his clients review and tailor their plan to ensure it is staying in-line with their wants and needs.
Pat graduated from the University of Missouri with a Bachelor’s Degree of Science in Business Administration, with emphasis areas in finance, banking, and real estate. Prior to joining Moneta, Pat spent three years with Wells Fargo Advisors.
Outside of work, Pat loves all thing Saint Louis sports. Pat also enjoys playing golf, softball and being active outdoors with his dog.
Dive into the latest insights from our expert team with our personal touch.
December 6, 2024
Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a r...
November 20, 2024
That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as ...
November 13, 2024
Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an ...