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Patrick Loritz

Patrick Loritz

Wealth Advisor

Patrick graduated from Coastal Carolina University with a BSBA and has been a wealth management advisor since 2011. He specializes in retirement planning strategies, portfolio construction, insurance, and advanced income and distribution planning.

He focuses on providing customized strategies while building strong relationships with his clients and their families. With a passion for creating an open dialogue and simplifying complex investment planning concepts, he enjoys collaborating with clients to further their understanding and comfort level with every interaction.

Patrick and his wife, Skyla, have one daughter and an old English bulldog who are the best of friends. In addition to fishing, Patrick enjoys golfing, mountain biking, and working on house improvements. He is also a member of the Green Bay Curling Club.

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