Contact
New York NY, 10018
212-625-1200
Patrick Schwendeman, CFP® ChFC®
Advisor
Having followed the work of the firm since 2019, I knew this was ultimately where I wanted to be. Upon obtaining the CFP in November 2022, I sent a package to Josh in New York. It contained a letter, my resume, a book he wrote, and return postage. Worst case scenario I was out $22.90, perhaps I would get an autographed book for my personal collection, best case my life would change for the better forever. Best money I ever spent.”
“Consistently being surrounded by the best and brightest individuals in the wealth management space.”
“I love spending time in the backyard with my wife Alley, our two kids Jack (3) and Chip (6 Mos), and our Golden-doodle pups Wrigley and Walker. Also enjoy working out in our home gym, reading/consuming content on YouTube, and playing the occasional video game.”
12 Years
Bachelors in Economics, University of Kentucky. Series 65. Series 63. Series 6. CERTIFIED FINANCIAL PLANNER®
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