Phone: Extension #104

Email: patrick@wealthadv4u.com

Education, Training, Experience

Patrick has more than 20 years of experience as a global economist, investment strategist, and portfolio manager, with extensive knowledge across all major asset classes. His philosophy as an investor is to first understand the broad “megatrends” shaping today’s business environment and financial markets, and then to develop the appropriate strategies and tactics to take advantage of those trends. His experience extends from domestic bonds and stocks to foreign developed-country stocks, emerging markets, real estate, commodities, and other alternative asset classes.

Patrick’s big-picture, global approach comes in part from his academic training in international relations, public policy, and economics. However, it also stems from his early career as an intelligence analyst at the Central Intelligence Agency in Washington, DC, where he helped U.S. policymakers understand the complexities and implications of Soviet defense spending and the impact of falling defense budgets in Russia in the early 1990s. Later, he served as an economic consultant at NATO Headquarters in Brussels, Belgium, where he analyzed the nexus between defense budgets and economic performance in Europe and the rest of the Alliance.

More recently, Patrick worked at A. G. Edwards & Sons (now Wells Fargo Advisors), in St. Louis, Missouri, where he first served as the firm’s international economist and then as a futures analyst studying and issuing recommendations on interest-rates, foreign currencies, and precious metals. In recognition of his ability to connect global economic and financial trends to specific investment ideas, he was apppointed to the firm’s Investment Strategy Committee and its Research Review Committee. Directly prior to joining WMI, Patrick served as the economist, investment analyst, and portfolio manager at Terra Nova Ventures, a Phoenix-based private-equity fund focused on international agriculture investments.

Degrees & Certifications

• Master of Business Administration (MBA) in Finance (Certificate in Investment
• Valuation and Management): Arizona State University, 1997
• Master of Public Policy (MPP) in Business-Government Relations: Harvard University, 1987
• Bachelor of Arts (BA) in Government and International Relations: University of Notre Dame, 1984

Certifications And Licensing

• Chartered Financial Analyst (CFA), 1999

Professional Involvement

• Member, CFA Institute

Phone: Extension #116

Email: judy@wealthadv4u.com

As the Event Planner and Director of Marketing, Judy brings a wealth of experience to WMI. It all started years ago as a work at home mom with 3 children – planning birthday parties, school and neighborhood fund raisers, and then entertaining clients to help her husband grow their family-owned printing business in California. After she and her husband retired the first time, they relocated back to hometown – Kansas City. It didn’t take long for Judy to get back to planning events. The next 14 years were spent with the Sunflower Group, a privately owned marketing and product sampling company. With a company band, company jet and some very well-known clients such as Pepsi, Frito Lay, Pillsbury, and Kraft Foods, to name a few, Judy had some great events to plan. These events included taking the band on the road for a client appreciation tour, sales team trip to a dude ranch in Colorado, an employee family trip to the Lake of the Ozarks, and last but certainly not least a few sampling events at the Fiesta Bowl. Coming out of retirement a second time has been exciting and fun. Planning events for WMI has given Judy a chance to stay active, productive, meet new people and help Dan and Rich provide financial information/support through quarterly investment update meetings and symposiums as well as to say “thank you” at client appreciation events.

Personal

Judy loves to play golf and bridge, knit, travel, and spend time at the beach with her family.