I consider it an honor to serve a select group of families with their retirement planning and investment management needs. We make it a point to understand our clients unique situations, family dynamics and goals before we implement an investment strategy. This is all a part of the 5-Step Process we use while working with our clients.
I hold the Certified Financial Planner (CFP) professional designation. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards. In addition, I hold an undergraduate degree in economics from Eastern Illinois University.
I have worked at Edward Jones since 2005. In 2009, I was offered and accepted an invitation to become a limited partner in the firm.
Before working at Edward Jones, I was a member of the Chicago Mercantile Exchange and the Chicago Board Options Exchange, where I worked as a market maker in multiple trading pits on the exchange floor.
On a personal note, my wife, Bethany, and I have been married since 2004. We have three beautiful daughters, Kassidy, Kinsey and Khloe, and a rambunctious son named Kamden.
In my free time I enjoy, hunting, fishing, golf and cooking.
I am grateful to be of service to you and your family. Please let us know how we can assist you.
Phone NumberPatrick C Schiltz at (630) 483-9455
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