portrait of Howie Patchin

About Howie

Growing up on a small family farm in Iowa, I learned to appreciate the value of rising early, working hard and helping neighbors in need. I also gained exposure at a young age to the importance of budgeting and how to adjust to fluctuations of market prices, interest rates and tax rates. While farming wasn't in the cards for me as a career, these experiences were at my core in my educational pursuits (I have an MBA with an emphasis in finance, and an undergraduate degree in economics) and in my previous 20-year career in corporate finance and operations management....

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Sustainable investing
  • New Investors
  • LGBTQ+ Finances

Work History

  • Edward JonesJune 2021 to Current
  • Equitable Advisors, LLCFebruary 2021 to June 2021

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of Minnesota,MinneapolisMasters

Personal Interests

  • Pickleball
  • Cycling
  • Culinary Arts
  • Music
  • History and Museums

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