Hi, I'm Patrick Reid.

Position 
Owner | Financial Planner

Credentials 
MBA in Marketing
MPM in Project Management
BA in Economics
BA in Business Management  
Retirement Income Certified®

Hometown 
Eldridge, IA

Patrick Reid is a dedicated professional whose life revolves around his faith, family, and financial services firm. He believes that these aspects are deeply intertwined, and maintaining a balance among them brings the most fulfillment. For Patrick, true wealth is not just about having money, but also about having strong faith, good health, fulfilling relationships, and memorable experiences.

Patrick’s wife, Jodi, has been a stay-at-home mom for the past 25 years, dedicating her time to their four children: Ryan, Emerson, Brennan, and Jordan. The family enjoys spending time on the farm with the grandparents, participating in various sporting events, going on bike rides, and having family game nights.

Patrick holds two undergraduate degrees in Economics and Business Administration. He has furthered his education with two master’s degrees in marketing and project management. He has completed the Retirement Income Certified Professional (RICP®) designation from The American College. Patrick believes in the importance of continuous education to better serve his clients.

Growing up on a farm, Patrick developed a strong work ethic. He played college basketball and football, and he enjoys coaching and educating people. He has coached all four of his children in multiple sports, sharing his passion for athletics and teamwork.

Patrick is committed to empowering his clients to make better financial decisions for themselves and their families. He looks forward to meeting new clients, getting to know them better, and helping them achieve their financial goals.