Patrick G. Bonnett Email and Phone Number
Patrick G. Bonnett work email
- Valid
Patrick G. Bonnett personal email
- Valid
I'm a multi-disciplinary financial professional and I wrap my practice around the Tax Preparation and Mortgage Insurance Processes. Your home is your biggest asset and your biggest liability. For over 25 years, I've built relationships with trust and transparency by offering great service and products from the industry's leading providers.It's for this reason that I am dually self-employed with multiple licenses and leverage my educational background in Real Estate Finance and Land Use Economics to better support my client's needs. I utilize a collaborative approach and call my method 'Wealth Transformation with Team Counsel'. With the support and cooperation of my allied professionals, we are able to create meaningful improvements that make lasting impact in the long-term financial viability for our shared clientele. Working together, the Financial Advisor, Estate Planning Attorney, Tax Professional, Mortgage Loan Officer, Home & Auto Insurance Agent and Realtor can deliver better-than-average results.Whether you're just investing or buying, selling, refinancing, or building your dream home, you have a lot riding on your tax advisor, your loan specialist and other professionals. Since market conditions, products and programs change frequently, you need to make sure you're dealing with top professionals who are able to give you quick and accurate financial advice. Having been active in the Financial & Insurance industries since 1995, the Mortgage industry since April of 2001 and the Tax Preparation industry since 2013, I have the professional expertise, personal experience in the marketplace and technical knowledge you need to explore the many options available.Ensuring that you make the right choices for you and your family is my ultimate goal. And I am committed to providing my customers with services that exceed their expectations. I hope you'll browse my website, check out the different programs I have available, use my decision-making tools and calculators, and contact us for a complimentary personal consultation soon. Thank you!
Encore Financial Services, Inc. / Encore Tax Prep
View- Website:
- encoretaxprep.com
- Employees:
- 4
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President And Ceo - General AgentEncore Financial Services, Inc. / Encore Tax PrepOmaha, Ne, Us
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President/Ceo - General AgentEncore Financial Services, Inc. / Encore Tax Prep Feb 2006 - PresentOmaha, Nebraska, UsAccurate & Affordable Tax Preparation services offered for Individuals, Families and Small Family-Owned Businesses. We also offer a wide array of insurance products and services including Life, Health, Sickness, Accident and Disability-Income coverages. Auto Insurance is available. Annuities and other Retirement Income products are provided along with planning services.
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Director, Sub-District 9Papio-Missouri River Natural Resources District Nov 2012 - PresentAs an elected Board Member (Director) I participate in managing the Papio-Missouri Natural Resources District and it's staff. Our annual budget is in excess of $100M. We have over 52 full-time employees and conduct operations across (6)six counties along the Missouri River. My sub-district is in Millard from 126th & Harrison to 204th Street and in both Douglas & Sarpy Counties. I am the Assistant Treasurer and serve on the Personnel Sub-Committee as well as Chair of the Hazard Mitigation Plan Ad-Hoc Sub-Committee.My public service on the NRD Board provides me with great insight into the Real Estate marketplace and my Real Estate Finance and Land Use Economics educational background aids me in knowing the right questions to ask and in making sound decisions while on the Board. The two are complimentary and they help to ensure that taxpayers are well served. I will always strive to steward public funds in a transparent and responsible manner.I will be up for re-election in November of 2024 and would greatly appreciate your support and your vote!
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Loan Officer; Va Home Loan Specialist... Jan 2001 - Jan 2014Whether you're buying, selling, refinancing, or building your dream home, you have a lot riding on your home loan specialist. Since market conditions and mortgage programs change frequently, you need to make sure you're dealing with a top professional who is able to give you quick and accurate financial advice. I have the expertise and knowledge you need to explore the many financing options available:Conventional Mortgage LoansFHA, VA, USDA and Rural Housing LoansNIFA First Time Home Buyer Programs3/1, 5/1, 7/1 ARM203K Rehab LoansHELOC - Home Equity Lines of CreditEnsuring that you make the right choice for you and your family is my ultimate goal and I am committed to providing my customers with mortgage services that exceed their expectations. I hope you'll browse my website, check out the different loan programs I have available, use my decision-making tools and calculators, and apply for a loan in just four easy steps with the short form Application.After you've applied, I'll call you to discuss the details of your loan, or you may choose to set up an appointment with me using my online form. As always, you may contact me anytime by phone, fax or email for personalized service and expert advice.
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Executive DirectorDouglas County Republican Party Jul 2010 - Sep 2011*Sourced, Selected, Trained and Elected Republican Delegates, Volunteers and Candidates.*Executed Campaign Strategies*Conducted Fundraising Operations*Executed Voter Registration and Turnout Operations*Managed Office Staff, Volunteers, Vendors and Consultants*Responsible for NADC Accountability, Reporting and Compliance
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District ManagerWaddell & Reed, Inc. Jul 2001 - Feb 2006Shawnee Mission, Ks, UsAs a producing District Manager at Waddell & Reed, Inc., I operated my own financial planning practice in addition to supervising a branch office. My responsibilities included but were not limited to: Recruiting, Hiring and Training new Financial Advisors. I was also responsible for supervising all operations for the branch including: administrative, compliance, performance reporting, product evaluation and training, licensing, registration and continuing education and of course sales.I started my office from scratch and grew it to a team of 16 Advisors. We gathered, managed, and/or supervised the management, of over $62M in client financial assets. We were regularly recognized as the No. 1 District office within the Region for the number of new client accounts opened, new financial plans sold & implemented and total financial planning fees generated. I focused my team on Planning Service not Trade Commissions, as it should be. No investment trade should be executed without a written investment policy statement and plan in place regardless of whether you're a large institution or an individual investor.NASD Series 6, Series 63, Series 65 and Series 66. Past performance is no guarantee of future result. No Bank Guarantee. Investments may lose value. -
Vice PresidentBonnett Financial Services, Inc. / A Securities America Osj Branch Office Feb 1996 - Jun 2001*BFSI was an OSJ branch office of supervisory jurisdiction under Securities America, Inc., Omaha, Nebraska: Series 6, Series 63 & 65*Assisted in the sales acquisition and management of over $30M of client financial assets*Managed Compliance Procedures*Conducted all Trading*Provided Continuing Education Training*Conducted Product Research and Selection*Client Sales and Service
Patrick G. Bonnett Skills
Patrick G. Bonnett Education Details
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University Of Nebraska At OmahaReal Estate Finance & Land Use Economics -
Blackstone School Of LawParalegal Studies / Law
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Cameron UniversityBusiness Management
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University Of Nebraska-LincolnSociology & Military Science
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Millard South High SchoolGeneral Secondary Education
Frequently Asked Questions about Patrick G. Bonnett
What company does Patrick G. Bonnett work for?
Patrick G. Bonnett works for Encore Financial Services, Inc. / Encore Tax Prep
What is Patrick G. Bonnett's role at the current company?
Patrick G. Bonnett's current role is President and CEO - General Agent.
What is Patrick G. Bonnett's email address?
Patrick G. Bonnett's email address is pa****@****lan.com
What is Patrick G. Bonnett's direct phone number?
Patrick G. Bonnett's direct phone number is +140296*****
What schools did Patrick G. Bonnett attend?
Patrick G. Bonnett attended University Of Nebraska At Omaha, Blackstone School Of Law, Cameron University, University Of Nebraska-Lincoln, Millard South High School.
What are some of Patrick G. Bonnett's interests?
Patrick G. Bonnett has interest in Consumer Activism, Networking, Boating, Working Out, Blogging, Economic Empowerment, Traveling, Politics, Environment, Taxpayer Advocacy.
What skills is Patrick G. Bonnett known for?
Patrick G. Bonnett has skills like Leadership, Strategic Financial Planning, Management, Insurance, Retirement, Strategic Planning, Investments, Finance, Team Building, Customer Service, Sales, Financial Services.
Who are Patrick G. Bonnett's colleagues?
Patrick G. Bonnett's colleagues are Laura Henry, Maureen Miller.
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