Patrick O'Leary, CFP^®, CWS^®

Patrick is a graduate of Carroll College in Helena, MT.  He began his career as a Financial Advisor with D. A Davidson in 1996.  A recognized leader in the wealth management profession, he has been quoted in local and national press and has guest lectured at Montana State University Billings and Rocky Mountain College.

Patrick has a passion for helping clients achieve financial peace of mind, freeing them to live a life filled with meaning. 

Patrick and his wife Annie enjoy travel, scuba diving, and spending time with children and grandchildren.