Patrick Thuemmel, Cfp® Email & Phone Number

For the past decade I’ve dedicated my career to advancing my clients and their families towards their unique financial goals. I work with business owners, high net worth individuals, and the emerging wealthy to provide holistic financial planning services that encompass investments, retirement planning, income planning, insurance & risk management, and educational savings planning. Furthermore I work closely with local attorneys and tax professionals to tackle estate and tax planning needs. Serving my clients with fiduciary standard level of care, honesty, meticulous attention to detail, objective advice, and an unwavering commitment to their well-being is my passion. A small sample of services I provide:• Investment Planning/Research• Retirement Planning• 401(k) rollovers• Life Insurance Needs Analysis and Policy Reviews• 529 College Savings PlansI earned my B.S. in economics from Texas A&M and hold the series 7/66 registrations, along with insurance licenses for Texas and Kansas. In December of 2017 I earned my CFP® designation. Giving back to the community is important to me as I frequently volunteer for Trinity Habitat for Humanity and this past May I ran in the North Texas Head for the Cure 5K. My wife (Danea) and I have 4 children (Hailey, Erik, Trevor, Rilynn) and reside in Coppell. In my downtime I enjoy outdoors activities including camping, hiking, and biking; indoors you’ll find me cooking or trying to stay cool by playing ice hockey at one of the local rinks.The best way to contact me is by telephone (972) 596-7890 or email: patrick.thuemmel@sicounsel.com. I cannot respond to messages through LinkedIn.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.

Listed skills include Retirement Planning, Mutual Funds, Finance, Investments, and 17 others.

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  Texas A&M University

  Economics