About Us

About Pat Pachciarz

Pat Pachciarz has almost two decades of Wealth Management experience, coming over from J.P. Morgan’s Private Client group. He works with individuals and business owners who are looking for customized plans in: Retirement Income, Investments, Tax Planning, Insurance & Healthcare and Estate Planning.

Pat believes in ongoing and open communication with his clients. Listening and the client relationship are most important to him as he thrives on cultivating that atmosphere in his practice everyday.

He views his role as a coordinator to leverage the network of professional relationships he has built over 2 decades to add value for his clients daily.

Pat Pachciarz earned his Bachelor’s Degree in Business Administration and Management from the University of St. Francis. He was named in the 2003 edition of Who’s Who among American Universities and Colleges. Pat was captain of the men's basketball team at USF and is still an avid sports fan.

He also earned his post-graduate degree in financial and investment planning from Purdue University Global as he believes continuing education is paramount in staying informed and current for all of his clients in his practice.

He continues to be a fitness enthusiast and follows his passion to help others in overall wellness. This led to him starting his own Fitness & Wellness Consulting firm by leveraging his planning expertise.

Pat is eager to debunk misinformation in both disciplines: Wealth and Health. He is making it his life's work to be a servant leader & lifetime student.

However, Faith and Family are most important to him.

Pat and his family attend Community Christian Church and he serves as one of the sponsors of Divine Back Nine, a small men’s group designed to bring men closer to their faith. He currently resides in Plainfield, IL with his daughter, Emily.

They enjoy all family activities together but especially the time spent at their lake cabin in SW Michigan: swimming, running, & above all, family time.