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Patrick Schwendeman, CFP® ChFC®

Operations Advisor
University of Kentucky, 2010 B.S. in Economics
How  I  arrived  at  RWM
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.”
Favorite  part  of  the  job
“Consistently being surrounded by the best and brightest individuals in the wealth management space.”
When  I’m  Not  Working
“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.”
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