portrait of Patrick C Schiltz

About Patrick

As a financial advisor, I believe it's important to understand who you are and what's important to you before I recommend solutions for your investments. Helping clients maximize their potential to serve their purpose and achieve life goals with confidence, is the essence of what we do.

The clients I serve best prefer a personal, more customized approach to wealth strategies and appreciate guidance that is common-sense, straightforward and easy to understand. No two situations are the same and my team and I enjoy taking on complexities that require a broad range of experience. We will also work with you to...

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Insurance & Annuities

Work History

  • Edward JonesAugust 2005 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®

Education

  • Eastern Illinois UniversityBachelor of Arts

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