Located in Nashville, TN.
Pat has over 30 years of experience in the Financial Services Industry. He specializes in Business and Estate Planning. He is a member of the Society of Financial Service Professionals and the Million Dollar Round Table (MDRT).
MDRT - Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics.