How do I help our clients live better lives?
Using a consultative approach, I take the time to get to know clients- their dreams, passions, values, and fears. Together, we design a roadmap to get from where they are today to where they’d like to be in the future as safely and efficiently as possible.
How do I spend my time away from HWM?
Outside of the office, I enjoy spending time with my wife (Juliauna), daughter (Adaline) and our golden retriever (Stoick). We enjoy getting together with friends/family and spending time outdoors. Another passion of mine is traveling, fostered by living in China, Korea, Singapore, and Luxembourg. Most recently we visited my parents living in Dubai which was incredible (although I’ll be the first to say the 20+ hour flight with a 1 year old was a bit nerve-racking…but she did great).
Patrick Conklin has earned the CERTIFIED FINANCIAL PLANNER™, or CFP professional certification. To earn his CFP he has completed hundreds of hours of rigorous courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process is comprehensive array of advice and skill-based approach that distinguishes CERTIFIED FINANCIAL PLANNER™ (CFP) practitioners from other professional advisors, who typically focus on only one area of a client’s financial life.