Liam Casey is a Series 65 licensed advisor at Patrick Financial Group LLC with one year of industry experience. Prior to his advisory role, he worked at Casey Fence Co. and held various positions including roles at Hope College and Detroit Catholic Central. Patrick Financial Group, LLC is an independent registered investment adviser serving individuals, trusts, foundations, and charitable organizations. The firm provides discretionary portfolio management primarily using no-load mutual funds and ETFs, with a client base that includes a wide range of investment profiles from conservative income to aggressive growth.

John Pelon is a financial advisor at Patrick Financial Group LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at ATS Capital Advisors and Advance Capital Services. Pelon also serves as President and Chief Compliance Officer of ATS Capital Advisors. Patrick Financial Group, LLC provides discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, charitable organizations, foundations, trusts, and estates. The firm customizes portfolios based on client objectives and risk tolerances, primarily using no-load mutual funds and ETFs, with ongoing rebalancing and portfolio supervision.