bio
TRANSCRIPT
Protect □ Preserve □ Grow
For over 30 years people have cho-
sen to work with Patrick because of
his integrity and commitment to
create and sustain relationships
based on trust.
What this means is that he listens,
and shows a genuine interest in his
clients to protect their lifestyle, and
preserve and grow their assets for
themselves and their loved ones.
The real benefit to his clients is the
increased clarity, confidence and
peace of mind knowing they will
make smart decisions with their
money and honor the commitments
they’ve made to those they care
about.
Our Expertise Includes:
Business Planning
Estate Planning
Financial Planning
Retirement Planning
Charitable Planning
Investment Management
Employee Benefits
Voluntary Benefits
Insurance & Risk Management
Contact Information:
510 Alderson Street
Scholfield, WI 54476
Phone | 715-241-6763
Fax | 715-241-6835
www.myFamilyCFO.net
Investment Advisor services offered
through myFamilyCFO, Inc., a
Registered Investment Advisor.
Since 1983 people have chosen to work with Patrick because of his
integrity and commitment to create and sustain relationships based
on trust. What this means is that he listens, and shows a genuine
interest in his clients to protect their lifestyle, and preserve and
grow their assets for themselves and their loved ones. The real
benefit to his clients is the increased clarity, confidence and peace
of mind knowing they will make smart decisions with their money
and honor the commitments they’ve made to those they care about.
myFamilyCFO was launched in 2006 to help our clients restore
simplicity, balance and focus. Our strategic relationships with
some of the best financial, retirement, legal, investment, tax and
insurance minds in the U.S. allows us to share a consultative ap-
proach to educate, organize and prepare our clients for life’s finan-
cial contingencies. The real benefit to them is the increased confi-
dence of knowing they have a dedicated team of experts on their
side to guide them through life’s challenges and planning opportu-
nities.
Personal Interests
Rotary Club of Wausau 1989-Present. President 2004-05
United Way of Marathon County 2005-Present.
Board of Directors 2014-Present. Chair-Community Impact
UW Marathon County Foundation Board 2013-Present
Youth Soccer 1999-2014. Coach, Board, President
Junior Achievement Volunteer 2001-Present
Leadership Wausau Alumni Association, Class of 1989
Wausau Area Chamber of Commerce 1989-Present
Small Business & Family Business Chair, 1989-93
Patrick has been married to Karrye since 1990 and they have two
children, Paul and Kenzie. He enjoys golf, tele-mark snow skiing
and reading about small business, leadership and World War II.
Patrick Bradley
Financial Consultant