Pat brings to Mature Market Advisors, LLC in Clemmons, NC many years of experience in the insurance and financial services industry. During his long career, Pat has made it his commitment to help our clients become financially secure in their many diversified needs. As a financial planner, Pat has been trained extensively to help you reach your financial goals. Pat’s achievements include the following designations:
Certified in Long Term Care (CLTC)
Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)
Life Underwriting Training Council Fellow (LUTCF)
Pat retired from Prudential Financial in 2002 after a long, successful career, but he did not retire from caring for his clients. His years of service in the financial industry have given him a solid understanding of the needs and concerns of people in their retirement years, and he is dedicated to helping his clients plan for their future.
Pat is originally from the small town of Beckley, West Virginia. He relocated to Winston-Salem in 1991 with his wife, Cathy. Pat has two daughters and six grandchildren.
Jeff comes to Mature Market Advisors, LLC with several years of experience in the insurance and financial services industry. His background in financial services has been with Prudential Financial, New England Financial, and MetLife Financial. Jeff is also certified in Long-Term Care (CLTC), having completed a rigorous course of training in the concerns facing older adult clients. He has demonstrated his knowledge of senior issues and his commitment to meeting the needs of our clients.
Prior to working in the financial industry, Jeff’s past work history includes 13 years with Dow Corning Corporation. He attended Orange County College in New York and majored in business administration and mathematics.
Jeff is originally from a small town in Orange County, New York. He relocated to Winston-Salem in 1991 with his wife, Carol and their two sons.