Patrick Deist CFP®, CRPS®
Patrick Deist is a seasoned CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Plans Specialist℠ with a deep-rooted passion for helping individuals navigate the complexities of financial planning. Originally from Marietta, Georgia, Patrick discovered his interest in financial markets while pursuing a degree in finance at Auburn University.
Driven by a genuine desire to connect with people and make a meaningful impact in their lives, Patrick entered the financial services industry to pursue his passion for helping others. His professional journey includes time at several well-known firms, including Fidelity, UBS, Merrill Lynch, and Hilltop Securities, where he developed a broad foundation of experience and gained valuable insight across multiple areas of the financial services industry.
Patrick is committed to providing comprehensive financial guidance tailored to each client's unique needs and aspirations. He thrives on building long-term relationships grounded in trust, integrity, and mutual respect, always striving to empower clients to make informed decisions and pursue their financial goals with confidence.
Outside of his professional endeavors, Patrick enjoys spending time with his beautiful wife Laura, their son Rowan, and their Fox Red Labrador, Brodie. He particularly enjoys the time he gets to spend with Rowan as he grows and explores the world around him. Patrick also enjoys camping, hiking, golfing, and watching nearly any sporting event. His dedication to excellence and unwavering commitment to client service make him a trusted partner in helping families navigate the financial landscape.
