About Peter Patag

To me, serving as a Financial Advisor is like being a composer or producer in music. Think about your favorite song. Think about all the different instruments, sounds, maybe lyrics that comprise that song. On their own, each instrument, sound, or word may carry some meaning but when they are brought together to create a perfect blend of melodies, harmonies, lyrics, and rhythms it becomes your favorite song.


In the same way, I take my clients' investment objectives, risk tolerances, and time horizons to create financial and insurance solutions that help them achieve their goals. I believe that there are no perfect products, but there are smart strategies that can be taken through a diversified mix of concepts and offerings that address your needs.