MEET OUR FOUNDER

Make the complex easy. For more than two decades, Patrick Flynn has helped clients understand challenging financial decisions and the tradeoffs that come with them. He uses clear language, not industry jargon, so clients can understand their options and take action with confidence.

Patrick is a CFP® professional who specializes in working with people nearing or living in retirement, including those with pensions or highly concentrated company stock.

Patrick serves as president of the Estate Planning Council of Southwest Washington, as a commissioner on the City of Ridgefield Planning Commission, and as a member of the Board of Directors at Seton Catholic High School in Vancouver, Washington. He also teaches financial literacy and entrepreneurship to elementary school students through Junior Achievement.

Patrick and his wife, Elizabeth, live in Ridgefield with their two children, Beverley and Jameson, and their dog, Rooster.