SlideShare a Scribd company logo
1 of 1
Download to read offline
Protect □ Preserve □ Grow
For over 30 years people have cho-
sen to work with Patrick because of
his integrity and commitment to
create and sustain relationships
based on trust.
What this means is that he listens,
and shows a genuine interest in his
clients to protect their lifestyle, and
preserve and grow their assets for
themselves and their loved ones.
The real benefit to his clients is the
increased clarity, confidence and
peace of mind knowing they will
make smart decisions with their
money and honor the commitments
they’ve made to those they care
about.
Our Expertise Includes:
 Business Planning
 Estate Planning
 Financial Planning
 Retirement Planning
 Charitable Planning
 Investment Management
 Employee Benefits
 Voluntary Benefits
 Insurance & Risk Management
Contact Information:
510 Alderson Street
Scholfield, WI 54476
Phone | 715-241-6763
Fax | 715-241-6835
patrick@myFamilyCFO.net
www.myFamilyCFO.net
Investment Advisor services offered
through myFamilyCFO, Inc., a
Registered Investment Advisor.
Since 1983 people have chosen to work with Patrick because of his
integrity and commitment to create and sustain relationships based
on trust. What this means is that he listens, and shows a genuine
interest in his clients to protect their lifestyle, and preserve and
grow their assets for themselves and their loved ones. The real
benefit to his clients is the increased clarity, confidence and peace
of mind knowing they will make smart decisions with their money
and honor the commitments they’ve made to those they care about.
myFamilyCFO was launched in 2006 to help our clients restore
simplicity, balance and focus. Our strategic relationships with
some of the best financial, retirement, legal, investment, tax and
insurance minds in the U.S. allows us to share a consultative ap-
proach to educate, organize and prepare our clients for life’s finan-
cial contingencies. The real benefit to them is the increased confi-
dence of knowing they have a dedicated team of experts on their
side to guide them through life’s challenges and planning opportu-
nities.
Personal Interests
 Rotary Club of Wausau 1989-Present. President 2004-05
 United Way of Marathon County 2005-Present.
Board of Directors 2014-Present. Chair-Community Impact
 UW Marathon County Foundation Board 2013-Present
 Youth Soccer 1999-2014. Coach, Board, President
 Junior Achievement Volunteer 2001-Present
 Leadership Wausau Alumni Association, Class of 1989
 Wausau Area Chamber of Commerce 1989-Present
Small Business & Family Business Chair, 1989-93
Patrick has been married to Karrye since 1990 and they have two
children, Paul and Kenzie. He enjoys golf, tele-mark snow skiing
and reading about small business, leadership and World War II.
Patrick Bradley
Financial Consultant

More Related Content

What's hot

Christine Higgins - CH Consulting
Christine Higgins - CH ConsultingChristine Higgins - CH Consulting
Christine Higgins - CH ConsultingChristine Higgins
 
The Schoff Group
The Schoff GroupThe Schoff Group
The Schoff Groupmgooze
 
Bond Beebe Family Business Advisory Practice Group
Bond Beebe Family Business Advisory Practice GroupBond Beebe Family Business Advisory Practice Group
Bond Beebe Family Business Advisory Practice Groupgeoffbrown
 
BBBS of San Diego, Board Retreat 1-24-09
BBBS of San Diego, Board Retreat 1-24-09BBBS of San Diego, Board Retreat 1-24-09
BBBS of San Diego, Board Retreat 1-24-09jfrager
 
Gandybiov291416
Gandybiov291416Gandybiov291416
Gandybiov291416Pat Maher
 
Day of Caring is Changing
Day of Caring is ChangingDay of Caring is Changing
Day of Caring is ChangingUnitedWayRegina
 
People helping people volunteer slideshow
People helping people volunteer slideshowPeople helping people volunteer slideshow
People helping people volunteer slideshowphputah
 
Chris gandy bio
Chris gandy bioChris gandy bio
Chris gandy bioPat Maher
 
Mark Giesting Bio - updated 12.17
Mark Giesting Bio - updated 12.17Mark Giesting Bio - updated 12.17
Mark Giesting Bio - updated 12.17Mark Giesting
 
Stars awards journey
Stars awards journeyStars awards journey
Stars awards journeyJerrySario
 

What's hot (17)

Christine Higgins - CH Consulting
Christine Higgins - CH ConsultingChristine Higgins - CH Consulting
Christine Higgins - CH Consulting
 
Tear off Flyer
Tear off FlyerTear off Flyer
Tear off Flyer
 
Bio, May 2015
Bio, May 2015Bio, May 2015
Bio, May 2015
 
The Schoff Group
The Schoff GroupThe Schoff Group
The Schoff Group
 
Bond Beebe Family Business Advisory Practice Group
Bond Beebe Family Business Advisory Practice GroupBond Beebe Family Business Advisory Practice Group
Bond Beebe Family Business Advisory Practice Group
 
BBBS of San Diego, Board Retreat 1-24-09
BBBS of San Diego, Board Retreat 1-24-09BBBS of San Diego, Board Retreat 1-24-09
BBBS of San Diego, Board Retreat 1-24-09
 
Gandybiov291416
Gandybiov291416Gandybiov291416
Gandybiov291416
 
Day of Caring is Changing
Day of Caring is ChangingDay of Caring is Changing
Day of Caring is Changing
 
KatinaDScott-Res1
KatinaDScott-Res1KatinaDScott-Res1
KatinaDScott-Res1
 
David Silipigno
David SilipignoDavid Silipigno
David Silipigno
 
Edu Bro
Edu BroEdu Bro
Edu Bro
 
David Silipigno
David SilipignoDavid Silipigno
David Silipigno
 
People helping people volunteer slideshow
People helping people volunteer slideshowPeople helping people volunteer slideshow
People helping people volunteer slideshow
 
Chris gandy bio
Chris gandy bioChris gandy bio
Chris gandy bio
 
Mark Giesting Bio - updated 12.17
Mark Giesting Bio - updated 12.17Mark Giesting Bio - updated 12.17
Mark Giesting Bio - updated 12.17
 
David silipigno
David silipignoDavid silipigno
David silipigno
 
Stars awards journey
Stars awards journeyStars awards journey
Stars awards journey
 

Viewers also liked

Granada cf
Granada cfGranada cf
Granada cfconra98
 
mapa conceptual ing economica
mapa conceptual ing economicamapa conceptual ing economica
mapa conceptual ing economicaLuis Miguel Duque
 
وارين بافيت
وارين بافيتوارين بافيت
وارين بافيتnaifmoh
 
Аренда залов в Счастье HUB
Аренда залов в Счастье HUBАренда залов в Счастье HUB
Аренда залов в Счастье HUBschastiehub
 
How Not To Miss Birthday Greetings
How Not To Miss Birthday GreetingsHow Not To Miss Birthday Greetings
How Not To Miss Birthday Greetingsoliverdylan
 
Branson top 5 most expensive home listings
Branson top 5 most expensive home listingsBranson top 5 most expensive home listings
Branson top 5 most expensive home listingsJim Strong
 
Elementos estructurales con Botellas PET
Elementos estructurales con Botellas PETElementos estructurales con Botellas PET
Elementos estructurales con Botellas PETMarcela Gallo
 
Manualidades en reciclaje encuesta
Manualidades en reciclaje encuestaManualidades en reciclaje encuesta
Manualidades en reciclaje encuestaGina Casas Castillo
 
Event stolica презентация агентства
Event stolica презентация агентстваEvent stolica презентация агентства
Event stolica презентация агентстваАндрей Лекарев
 
Agmc ms word company profile
Agmc ms word company profileAgmc ms word company profile
Agmc ms word company profileGanson Govender
 

Viewers also liked (14)

Granada cf
Granada cfGranada cf
Granada cf
 
Gcse students answers
Gcse students answersGcse students answers
Gcse students answers
 
mapa conceptual ing economica
mapa conceptual ing economicamapa conceptual ing economica
mapa conceptual ing economica
 
Syed_Mubarak CV
Syed_Mubarak CVSyed_Mubarak CV
Syed_Mubarak CV
 
وارين بافيت
وارين بافيتوارين بافيت
وارين بافيت
 
Аренда залов в Счастье HUB
Аренда залов в Счастье HUBАренда залов в Счастье HUB
Аренда залов в Счастье HUB
 
Amicizia su Internet
Amicizia su InternetAmicizia su Internet
Amicizia su Internet
 
How Not To Miss Birthday Greetings
How Not To Miss Birthday GreetingsHow Not To Miss Birthday Greetings
How Not To Miss Birthday Greetings
 
Branson top 5 most expensive home listings
Branson top 5 most expensive home listingsBranson top 5 most expensive home listings
Branson top 5 most expensive home listings
 
Elementos estructurales con Botellas PET
Elementos estructurales con Botellas PETElementos estructurales con Botellas PET
Elementos estructurales con Botellas PET
 
Manualidades en reciclaje encuesta
Manualidades en reciclaje encuestaManualidades en reciclaje encuesta
Manualidades en reciclaje encuesta
 
Event stolica презентация агентства
Event stolica презентация агентстваEvent stolica презентация агентства
Event stolica презентация агентства
 
Agmc ms word company profile
Agmc ms word company profileAgmc ms word company profile
Agmc ms word company profile
 
카카오 스토리 포스팅하기
카카오 스토리 포스팅하기카카오 스토리 포스팅하기
카카오 스토리 포스팅하기
 

Similar to Bio

Ray Blunk– Professional Financial Advisor
Ray Blunk– Professional Financial Advisor Ray Blunk– Professional Financial Advisor
Ray Blunk– Professional Financial Advisor ronyeakes
 
TP Events and Bathurst Women's Network Business Lunch 19 June 2015
TP Events and Bathurst Women's Network Business Lunch 19 June 2015TP Events and Bathurst Women's Network Business Lunch 19 June 2015
TP Events and Bathurst Women's Network Business Lunch 19 June 2015Steve Semmens - The Persuader
 
Bathurst Women's Network White Ribbon day lunch 27th November 2015
Bathurst Women's Network White Ribbon day lunch 27th November 2015Bathurst Women's Network White Ribbon day lunch 27th November 2015
Bathurst Women's Network White Ribbon day lunch 27th November 2015Steve Semmens - The Persuader
 
Wealth Management
Wealth ManagementWealth Management
Wealth Managementdfernquist
 
Mosaic webversion
Mosaic webversionMosaic webversion
Mosaic webversionAt1158
 
Navigator 2nd Quarter 2010
Navigator 2nd Quarter 2010Navigator 2nd Quarter 2010
Navigator 2nd Quarter 2010Nicole Avery
 
SCI Wealth - Get to know the team
SCI Wealth - Get to know the teamSCI Wealth - Get to know the team
SCI Wealth - Get to know the teamSCI Wealth
 
Squamish nation elections
Squamish nation electionsSquamish nation elections
Squamish nation electionsClarissa Brown
 
Wealth Management Capabilities Presentation Custom
Wealth Management Capabilities Presentation CustomWealth Management Capabilities Presentation Custom
Wealth Management Capabilities Presentation CustomMike Midtvedt
 
SCI Wealth - Company Profile
SCI Wealth - Company ProfileSCI Wealth - Company Profile
SCI Wealth - Company ProfileSCI Wealth
 
Suncoast Advisory Group Brochure
Suncoast Advisory Group BrochureSuncoast Advisory Group Brochure
Suncoast Advisory Group BrochureRick Helbing
 
SCI Wealth Advisers
SCI Wealth AdvisersSCI Wealth Advisers
SCI Wealth AdvisersSCI Wealth
 
Total Financial Group
Total Financial GroupTotal Financial Group
Total Financial Groupronyeakes
 
Bathurst Women's Network and Persuaders Christmas Lunch 17122014
Bathurst Women's Network and Persuaders Christmas Lunch 17122014Bathurst Women's Network and Persuaders Christmas Lunch 17122014
Bathurst Women's Network and Persuaders Christmas Lunch 17122014Steve Semmens - The Persuader
 

Similar to Bio (20)

Bio, May 2015
Bio, May 2015Bio, May 2015
Bio, May 2015
 
Bio, May 2015
Bio, May 2015Bio, May 2015
Bio, May 2015
 
Team Overview
Team OverviewTeam Overview
Team Overview
 
Ray Blunk– Professional Financial Advisor
Ray Blunk– Professional Financial Advisor Ray Blunk– Professional Financial Advisor
Ray Blunk– Professional Financial Advisor
 
TP Events and Bathurst Women's Network Business Lunch 19 June 2015
TP Events and Bathurst Women's Network Business Lunch 19 June 2015TP Events and Bathurst Women's Network Business Lunch 19 June 2015
TP Events and Bathurst Women's Network Business Lunch 19 June 2015
 
Team Profile
Team ProfileTeam Profile
Team Profile
 
Bathurst Women's Network White Ribbon day lunch 27th November 2015
Bathurst Women's Network White Ribbon day lunch 27th November 2015Bathurst Women's Network White Ribbon day lunch 27th November 2015
Bathurst Women's Network White Ribbon day lunch 27th November 2015
 
NPA Brochure
NPA BrochureNPA Brochure
NPA Brochure
 
Wealth Management
Wealth ManagementWealth Management
Wealth Management
 
Mosaic webversion
Mosaic webversionMosaic webversion
Mosaic webversion
 
Navigator 2nd Quarter 2010
Navigator 2nd Quarter 2010Navigator 2nd Quarter 2010
Navigator 2nd Quarter 2010
 
SCI Wealth - Get to know the team
SCI Wealth - Get to know the teamSCI Wealth - Get to know the team
SCI Wealth - Get to know the team
 
Squamish nation elections
Squamish nation electionsSquamish nation elections
Squamish nation elections
 
Wealth Management Capabilities Presentation Custom
Wealth Management Capabilities Presentation CustomWealth Management Capabilities Presentation Custom
Wealth Management Capabilities Presentation Custom
 
FA bio 3
FA bio 3FA bio 3
FA bio 3
 
SCI Wealth - Company Profile
SCI Wealth - Company ProfileSCI Wealth - Company Profile
SCI Wealth - Company Profile
 
Suncoast Advisory Group Brochure
Suncoast Advisory Group BrochureSuncoast Advisory Group Brochure
Suncoast Advisory Group Brochure
 
SCI Wealth Advisers
SCI Wealth AdvisersSCI Wealth Advisers
SCI Wealth Advisers
 
Total Financial Group
Total Financial GroupTotal Financial Group
Total Financial Group
 
Bathurst Women's Network and Persuaders Christmas Lunch 17122014
Bathurst Women's Network and Persuaders Christmas Lunch 17122014Bathurst Women's Network and Persuaders Christmas Lunch 17122014
Bathurst Women's Network and Persuaders Christmas Lunch 17122014
 

Bio

  • 1. Protect □ Preserve □ Grow For over 30 years people have cho- sen to work with Patrick because of his integrity and commitment to create and sustain relationships based on trust. What this means is that he listens, and shows a genuine interest in his clients to protect their lifestyle, and preserve and grow their assets for themselves and their loved ones. The real benefit to his clients is the increased clarity, confidence and peace of mind knowing they will make smart decisions with their money and honor the commitments they’ve made to those they care about. Our Expertise Includes:  Business Planning  Estate Planning  Financial Planning  Retirement Planning  Charitable Planning  Investment Management  Employee Benefits  Voluntary Benefits  Insurance & Risk Management Contact Information: 510 Alderson Street Scholfield, WI 54476 Phone | 715-241-6763 Fax | 715-241-6835 patrick@myFamilyCFO.net www.myFamilyCFO.net Investment Advisor services offered through myFamilyCFO, Inc., a Registered Investment Advisor. Since 1983 people have chosen to work with Patrick because of his integrity and commitment to create and sustain relationships based on trust. What this means is that he listens, and shows a genuine interest in his clients to protect their lifestyle, and preserve and grow their assets for themselves and their loved ones. The real benefit to his clients is the increased clarity, confidence and peace of mind knowing they will make smart decisions with their money and honor the commitments they’ve made to those they care about. myFamilyCFO was launched in 2006 to help our clients restore simplicity, balance and focus. Our strategic relationships with some of the best financial, retirement, legal, investment, tax and insurance minds in the U.S. allows us to share a consultative ap- proach to educate, organize and prepare our clients for life’s finan- cial contingencies. The real benefit to them is the increased confi- dence of knowing they have a dedicated team of experts on their side to guide them through life’s challenges and planning opportu- nities. Personal Interests  Rotary Club of Wausau 1989-Present. President 2004-05  United Way of Marathon County 2005-Present. Board of Directors 2014-Present. Chair-Community Impact  UW Marathon County Foundation Board 2013-Present  Youth Soccer 1999-2014. Coach, Board, President  Junior Achievement Volunteer 2001-Present  Leadership Wausau Alumni Association, Class of 1989  Wausau Area Chamber of Commerce 1989-Present Small Business & Family Business Chair, 1989-93 Patrick has been married to Karrye since 1990 and they have two children, Paul and Kenzie. He enjoys golf, tele-mark snow skiing and reading about small business, leadership and World War II. Patrick Bradley Financial Consultant