Patrick Thuemmel, Cfp®

Patrick Thuemmel, Cfp® Email and Phone Number

CERTIFIED FINANCIAL PLANNER™ @ Samalin Investment Counsel
Patrick Thuemmel, Cfp®'s Location
Coppell, Texas, United States, United States
Patrick Thuemmel, Cfp®'s Contact Details
About Patrick Thuemmel, Cfp®

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.

Patrick Thuemmel, Cfp®'s Current Company Details
Samalin Investment Counsel

Samalin Investment Counsel

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CERTIFIED FINANCIAL PLANNER™
Patrick Thuemmel, Cfp® Work Experience Details
  • Samalin Investment Counsel
    Director - Investments
    Samalin Investment Counsel Jul 2020 - Present
    Chappaqua, Ny, Us
    View
  • Northwest Asset Management
    Investment Advisor Representative
    Northwest Asset Management Jan 2018 - Jul 2020
    Mercer Island, Wa, Us
    NWAM, LLC dba Northwest Asset Management is an SEC registered investment adviser.
    View
  • Upstream Investment Partners, Llc
    Private Wealth Manager
    Upstream Investment Partners, Llc Nov 2015 - Dec 2017
    Us
    View
  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors Aug 2011 - Nov 2015
    St. Louis, Missouri, Us
    View
  • Mcgowangroup Asset Management
    Managing Director - Client Relations
    Mcgowangroup Asset Management Jun 2006 - Aug 2011
    Dallas, Texas, Us
    View
  • Hd Vest Financial Services
    General Support Consultant
    Hd Vest Financial Services Jan 2005 - Jun 2006
    Irving, Tx, Us
    View
  • Pmi Mortgage Insurance Co.
    Accounting Clerk
    Pmi Mortgage Insurance Co. 1998 - 2002
    Walnut Creek, Ca, Us
    View

Patrick Thuemmel, Cfp® Skills

Retirement Planning Mutual Funds Finance Investments Retirement Risk Management Equities Financial Advisory Securities Credit Asset Allocation Wealth Planning Strategic Planning Portfolio Analysis Asset Management Financial Analysis Financial Planning Wealth Management Portfolio Management Management High Net Worth Individuals

Patrick Thuemmel, Cfp® Education Details

  • Texas A&M University
    Texas A&M University
    Economics

Frequently Asked Questions about Patrick Thuemmel, Cfp®

What company does Patrick Thuemmel, Cfp® work for?

Patrick Thuemmel, Cfp® works for Samalin Investment Counsel

What is Patrick Thuemmel, Cfp®'s role at the current company?

Patrick Thuemmel, Cfp®'s current role is CERTIFIED FINANCIAL PLANNER™.

What is Patrick Thuemmel, Cfp®'s email address?

Patrick Thuemmel, Cfp®'s email address is pa****@****ors.com

What is Patrick Thuemmel, Cfp®'s direct phone number?

Patrick Thuemmel, Cfp®'s direct phone number is +121472*****

What schools did Patrick Thuemmel, Cfp® attend?

Patrick Thuemmel, Cfp® attended Texas A&m University.

What are some of Patrick Thuemmel, Cfp®'s interests?

Patrick Thuemmel, Cfp® has interest in Cooking, Politics, Soccer, Traveling, Ice Hockey, Dallas Sport Teams, Fitness, Hiking And Biking, Camping And Fishing, Current Events.

What skills is Patrick Thuemmel, Cfp® known for?

Patrick Thuemmel, Cfp® has skills like Retirement Planning, Mutual Funds, Finance, Investments, Retirement, Risk Management, Equities, Financial Advisory, Securities, Credit, Asset Allocation, Wealth Planning.

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