Patrick E. Marks, a lifelong Iowa resident, has been involved in the financial and estate field since 1986. Pat implements the same high level of integrity, work ethic, and drive to help people succeed like his father did over 30 years ago.

Patrick learned from his education and experience on what it took to become an entrepreneur with the belief that your word is your bond. His career began in the late 1980’s where Mr. Marks founded a retail/catalog business and later involved himself in the hotel and land development business within central Iowa. Married for 17 years and 3 children, Pat belongs to many organizations and clubs to receive the satisfaction of helping and educating.

After earning a BSBA degree in insurance management from Drake University, it was then that Patrick began his career in the retail business. He quickly achieved success and decided to move into the financial industry. Mr. Marks’ understands what it takes to make your family and loved one financially secure. Patrick works out of a local independent office in Redfield, IA. His clients find him personable and extremely dedicated to their needs.

His planning techniques include comprehensive individualized financial plans that reduce financial risk, reduce tax burdens, protect assets from long-term care costs, and provide a lifetime of income. Patrick is ideal for those seeking an advisor who provides an all-encompassing financial strategy. Patrick works with many CPA and Attorney firms throughout central Iowa to add a financial sector to their practice. The success has helped many families reach financial independence and reach financial goals.