Prior to working at DPL, Patrick served as an annuity specialist at Larry Gordon Agency in Chicago , IL. He takes pride in helping RIAs identify opportunities to grow their AUM and better serve their clients using Commission-Free insurance and annuities. Patrick currently holds his Series 6, 63, SIE, Illinois Life & Health Licenses and is a graduate of Michigan State University.
Become a member
Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.