About Us

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Paul Patros, CRPC®
Vice President/Investments

You deserve a knowledgeable and experienced financial advisor who understands your needs and goals and can develop an investment strategy that aligns with your personal situation:  Meet Paul Patros. 

 

Paul engages with his clients to help manage their wealth, create estate planning strategies, address insurance needs, and provide customized investment planning guidance.  Helping his clients' pursue bucket list dreams is a primary focus in Paul's practice and personal satisfaction.

 

Paul grew up in La Crosse, where his father and mother, whose desire to serve others is locally legendary, taught him the wisdom of treating individuals with respect.  Paul, the consummate listener, embraced this sage advice as part of his overall philosophy.  He is also backed by a network of industry professionals, who also believe in the same client-first philosophy, to address his clients' sector-specific financial challenges.

 

Having attained the Chartered Retirement Planning CounselorSM (CRPC®) designation from the College of Financial Planning, Paul has received in-depth training on the importance of understanding each client's individual financial situation, and then analyzing their information to identify investment opportunities that will best suit those individual needs.  He earned a B.S. from University of Wisconsin-La Crosse and an MA from University of South Carolina.  Additionally, he holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).  

 

Active in the community, Paul serves on the Bethany St. Joseph board of directors and is a past board member of the Mississippi Valley Conservancy, YMCA, and Boy Scouts of America.  Outside the office, his interests include daily exercise, golf, reading, and travel.  He and his wife, Cindy, made their home in Onalaska and have three children.


 

Jodie Hoffman
Client Service Associate

Jodie has been in the financial services industry for more than 20 years.  She leverages a wide range of skills to help ensure each client's service experience is personalized and comfortable.  Her commitment to detail and willingness to go above and beyond makes her an invaluable part of the team.  Her daily drive reflects the team's approach to customizing strategies for each client.

Jodie resides in West Salem, Wisconsin, with her husband, Ernie.  They have three adult children and a granddaughter.  In her free time, Jodie enjoys crafting and spending time with family and friends.