Patrick Kaiser, CLU, ChFC

Pat was born and raised in Chicago, a graduate of St. Rita High School. He is also an alumnus of DePaul University, where he majored in Finance. He is a also graduate of the American College in King of Prussia, PA where he earned both their Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) credentials. He has been an independent investment advisor and insurance agent for over 30 years. He currently is an Investment Advisory Representative with IAMS Wealth Management, LLC, an SEC Registered Investment Advisor. He is also the Principal of the MoneyWise Financial Group in Orland Park, IL. Pat's desire is to bring "financial literacy" to as many people as possible so that they can make the best financial decisions for themselves as they get close to and enter into retirement.