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Patrick Williams

Patrick Williams

Founder & Principal

Born and raised in the suburbs of Minneapolis, MN, Patrick Williams has over 35 years of experience beginning his career in 1985. Throughout his career he has assisted middle market businesses with their corporate retirement plans. He has experience with defined contribution 401(k) profit sharing, defined benefit plans, ESOP and 403(b) plans.

Patrick has earned the Accredited Investment Fiduciary, AIF® professional designation of ACCREDITED INVESTMENT FIDUCIARY® (AIF) from the Foundation for Fiduciary Studies in association with Joseph M. Katz Graduate School of Business, University of Pittsburgh. The AIF® designation is the mark of commitment to a standard of investment excellence. 

Professional Activities

Past President of the Minnesota Association of Health Underwriters 

Founding member of Minnesota & Florida Fiduciary Roundtable

Other Activities

Honda Ambassador with the Honda Golf Classic 

Member Palm Beach Chamber of Commerce 

Published illustrator and author