Patrick Healy is a CFP® with eight years of industry experience, currently serving as an advisor at Seamount Financial Group Inc. He has previously worked at firms including LPL Financial, Grove Point Investments, and Pacific Investment Management Company. His professional background includes roles in both investment management and advisory services. Seamount Financial Group serves individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm offers discretionary wealth management, stand-alone financial planning, and pension consulting, managing approximately $745 million in assets across six advisors.

Michael Healy is a financial advisor with Seamount Financial Group Inc, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at LPL Financial LLC since 2025 and previously spent 25 years with Grove Point Investments, LLC, as well as 34 years at Seamount Financial Group. Seamount Financial Group serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities by providing wealth management, discretionary portfolio management, financial planning, and pension consulting. The firm manages over $665 million for several hundred clients and integrates both fundamental and technical analysis within its discretionary investment approach.