AeroLeads people directory · profile

Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp® Email & Phone Number

Financial Advisor | Wealth Planner | Director of Investment OpportunityI work with family-focused professionals to achieve financial independence and secure wealth. at THG Financial Strategies, LLC

Location: Greater Boston, United States 8 work roles 2 schools

LinkedIn matched

✓ Verified July 2026 3 data sources Profile completeness 86%

Current company

THG Financial Strategies, LLC

Role

Financial Advisor | Wealth Planner | Director of Investment OpportunityI work with family-focused professionals to achieve financial independence and secure wealth.

Location

Greater Boston, United States

Company size

84 employees

Who is Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp® is listed as Financial Advisor | Wealth Planner | Director of Investment OpportunityI work with family-focused professionals to achieve financial independence and secure wealth. at THG Financial Strategies, LLC, a with 84 employees, based in Greater Boston, United States. AeroLeads shows a matched LinkedIn profile for Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp®.

Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp® previously worked as Director of Investment Opportunity at Thg Financial Strategies, Llc and Lead Life and Annuity Specialist at Aaa Northeast. Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp® holds Master Of Science - Ms, Accounting from The University Of Arizona Global Campus.

Company email context

Email format at THG Financial Strategies, LLC

This section adds company-level context without repeating Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp®'s masked contact details.

THG Financial Strategies, LLC

Review company-level records connected to Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp® before choosing the right outreach path.

View email format View company profile Management contacts

Profile bio

About Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp®

Financial Advisor - Family Wealth Planner - Educational LeaderYou're working harder than ever before--perhaps you have started a family, or have dreams to, and want to craft a future for them. You want to make sure your future and your family's future is secured. School, businesses, homes--the dream can look like many things.But you're still anxious and stressed because:- You want to make the right choices- Online advice is overwhelming and impersonal- You've been burned by financial moves beforeYou wonder:- Will I have to work this hard forever?- Am I saving enough? Or spending too much?- Why does it seem so hard for people to do well?IF you’re asking these questions, I can help.I work with family-focused professionals of all ages to answer these questions and more.Reach out at PStap@THGFinancial1.comTogether, we'll craft a future tailored to you.

Current workplace

Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Thg Financial Strategies, Llc

Financial Advisor | Wealth Planner | Director of Investment OpportunityI work with family-focused professionals to achieve financial independence and secure wealth.

oakbrook terrace, illinois, united states

Website

thgfinancial.com

Employees

84

AeroLeads page

Company profile

View company profile Email format

8 roles

Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp® work experience

A career timeline built from the work history available for this profile.

Director Of Investment Opportunity

Current

Thg Financial Strategies, Llc

Registered Representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. THG Financial Strategies, LLC is not an affiliate of OneAmerica Securities or the companies of OneAmerica Financial and is not a broker dealer or Registered Investment Advisor.Patrick Stap may conduct life insurance and securities business in Massachusetts and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed.This content is not a recommendation or endorsement of any product, service, security or issuer, nor should a "like" be interpreted as an endorsement by the firm or its financial professionals. Third-party posts do not reflect the views of Patrick Stap and have not been reviewed for completeness and accuracy. Further communication with this representative must be sent to and from pstap@thgfinancial1.com. For more information, refer to the following consumer websites: www.FINRA.org, www.SIPC.org.

Apr 2024 - Present

Lead Life And Annuity Specialist

Aaa Northeast

Greater Boston

Jun 2023 - Apr 2024

Retirement, Annuity, And Life Insurance Specialist

Aaa Northeast

Salem, New Hampshire, United States

The specialist role is a subject matter expert on the nuances of life insurance, annuity strategy, and retirement planning. Together with a team, we develop lasting client-focused relationships and facilitate dialogue around long term planning in the greater community.

Oct 2022 - May 2023

Financial Representative

Northwestern Mutual

Manchester, New Hampshire, United States

Jul 2022 - Sep 2022

Banker

Citizens

Concord, New Hampshire, United States

Jun 2021 - Jul 2022

Case Manager

Riverbend Community Mental Health, Inc.

Concord, New Hampshire, United States

Aug 2020 - May 2021

Care Coordinator

Howard Center

Burlington, Vermont, United States

As a Care Coordinator, I was responsible for service coordination for clients of the Howard Center's Developmental Services team. I worked in teams to help ensure that best practices for care were being managed.

Feb 2020 - May 2020

Behavioral Interventionist

Howard Center

Burlington, Vermont, United States

As a behavioral interventionist I provided one-on-one care for school-aged clients of Howard Center. My goal was to enact a crafted plan to assist the client in engaging in their academics through behavioral instruction.

Feb 2018 - Feb 2020

Team & coworkers

Colleagues at THG Financial Strategies, LLC

Other employees you can reach at thgfinancial.com. View company contacts for 84 employees →

HO

Hector Ortiz Colleague at Thg Financial Strategies, LlcGreater Chicago Area, United States View → SM

Scott M. Colleague at Thg Financial Strategies, LlcBuffalo Grove, Illinois, United States View → CS

Carey Sunderlage Colleague at Thg Financial Strategies, LlcGreater Chicago Area, United States View → KP

Keith Plunkett Colleague at Thg Financial Strategies, LlcWest Greenwich, Rhode Island, United States View → GF

Greg Fish Colleague at Thg Financial Strategies, LlcNashville, Tennessee, United States View → RD

Robin Depeder Colleague at Thg Financial Strategies, LlcGreater Chicago Area, United States View → KH

Kevin Hughes Colleague at Thg Financial Strategies, LlcTroy, Michigan, United States View → AK

Abrams Kenneth Colleague at Thg Financial Strategies, LlcWest Chicago, Illinois, United States View → MC

Michael Comfort Colleague at Thg Financial Strategies, LlcWarren, Michigan, United States View → JG

James Gray Colleague at Thg Financial Strategies, LlcVilla Park, Illinois, United States View →

2 education records

Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp® education

Master Of Science - Ms, Accounting

The University Of Arizona Global Campus

Bachelor Of Arts - Ba, Psychology

Saint Michael'S College

Activities and Societies: Mike Check A Capella, SMC Theater

FAQ

Frequently asked questions about Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp®

Quick answers generated from the profile data available on this page.

What company does Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp® work for?

Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp® works for THG Financial Strategies, LLC.

What is Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp®'s role at THG Financial Strategies, LLC?

Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp® is listed as Financial Advisor | Wealth Planner | Director of Investment OpportunityI work with family-focused professionals to achieve financial independence and secure wealth. at THG Financial Strategies, LLC.

Where is Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp® based?

Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp® is based in Greater Boston, United States while working with THG Financial Strategies, LLC.

What companies has Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp® worked for?

Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp® has worked for Thg Financial Strategies, Llc, Aaa Northeast, Northwestern Mutual, Citizens, and Riverbend Community Mental Health, Inc..

Who are Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp®'s colleagues at THG Financial Strategies, LLC?

Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp®'s colleagues at THG Financial Strategies, LLC include Hector Ortiz, Scott M., Carey Sunderlage, Keith Plunkett, and Greg Fish.

How can I contact Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp®?

You can use AeroLeads to view verified contact signals for Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp® at THG Financial Strategies, LLC, including work email, phone, and LinkedIn data when available.

What schools did Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp® attend?

Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp® holds Master Of Science - Ms, Accounting from The University Of Arizona Global Campus.

Security Check