Patrick Marget Email & Phone Number

Patrick J. Marget, J.D., CPA, CFP® CLU® is a co-owner and the Managing Director of Executive Benefits Network (EBN) in Milwaukee, WI. EBN specializes in the design, administration, and informal financing of Nonqualified Executive Compensation and Benefit plans, as well as the procurement of Bank Owned Life Insurance (BOLI) programs.Prior to entering the financial services industry, Pat worked for three years as a senior accountant in audit for KPMG in the bank service area and for five years as an attorney for Michael Best & Friedrich LLP.Pat's mission is to fully understand his client's vision and dreams, and to provide relevant solutions for both their personal and business needs. Pat strives to develop long-term relationships built on high integrity, best of class service, and continued guidance.Specialties: Bank Owned Life Insurance (BOLI), Corporate Owned Life Insurance (COLI), executive benefits, executive compensation panning, business succession planning, key employee analysis and planning, estate planning, nonqualified deferred compensation plan design and administration, key-person insurance

Listed skills include Employee Benefits, Life Insurance, Succession Planning, and Estate Planning.