Patricia Filbrandt, CFP®, CLU®, ChFC®

Patricia Filbrandt is responsible for the daily leadership and direction that allows Filbrandt to grow, prosper and provide the absolute best overall client experience.

She believes that providing a truly exceptional client experience starts with a team of dedicated professionals. Her philosophy is to hire the best, then create a work environment where they can grow and flourish. This provides the necessary foundation for the outstanding client experience. Her daily and life motto is:  “Always leave the situation better than you found it!”

Patricia attended the University of Wisconsin-Madison. She has completed the Certified Financial Planner program and earned the Certified Financial Planner™ (CFP®), Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.