Patrick J Marget
Financial Advisor|J.D., CPA, CFP®, CLU®
Meet Pat
Pat is a 23-year veteran of the financial services industry. Prior to entering the financial services industry, Pat worked for three years as a senior accountant in audit for KPMG in the bank service area and for five years as an attorney for Michael Best & Friedrich LLP where he concentrated on general corporate and securities law. Pat’s career focus is in the BOLI/COLI marketplace, as well designing creative strategies for executive compensation planning, business succession planning and estate planning. Pat is a shareholder and Director of a bank in Iowa. He is a frequent speaker in industry meetings and seminars.
Pat grew up in a small town in Iowa. He now lives in Milwaukee with his wife, Jill. Together they have two daughters, Katy and Jenna, and his son, Brady. Pat is an avid participant and spectator of sports. He is a die-hard fan of his alma mater, Notre Dame. Pat enjoys playing golf, basketball, and tennis. Pat also enjoys wine tasting and spending time with his family and friends.
Lending a hand in my community.
Our team enjoys volunteering four times a year with local Milwaukee organizations. Some organizations we have spent our time with are:
The Guest House of Milwaukee
Prevent Blindness of Wisconsin
Friedens Food Pantries
Hunger Task Force
Milwaukee Habitat for Humanity
Milwaukee VA Medical Center
Boys and Girls Club of Greater Milwaukee
Penfield Children's Center
Habitat for Humanity
Volunteering with Milwaukee Habitat for Humanity. Our team had a great day framing, siding and mulching at the house and working together. It was such an impactful day and we look forward to future opportunities helping the community.
Prevent Blindness
Volunteering with Prevent Blindness of Wisconsin to save sight through vision screening! Together, we provided vision screenings to 204 students at Bruce Guadalupe Community School. We were happy to help the children in our Milwaukee community have the healthy vision they need to learn, play, and grow.
Hunger Task Force Farm
Had the opportunity to volunteer for the Hunger Task Force Farm in Franklin, Wisconsin. We learned so much about the Hunger Task Force and all that they provide for the Community. We were grateful to help such a great Organization. We spent the afternoon washing over 1,500 pounds of collard greens!
Professional
Education
- University of Notre Dame - Bachelor of Business Administration, cum laude, Accounting
- University of Iowa College of Law - Juris Doctor, with honors
Years of Experience
Representing Northwestern Mutual since 2000
Designations and Certifications
- CFP® - CERTIFIED FINANCIAL PLANNER™ Professional
- CLU® - Certified Life Underwriter
- CPA - Certified Public Accountant
- J.D. - Juris Doctor
Associations and Memberships
- Founding Member of the Wisconsin chapter of Young Entrepreneurs' Organization
- Member of the Wisconsin Bar Association
- Milwaukee Estate Counselors' Forum
- Metro Milwaukee Association of Commerce
Awards and Recognition
- Million Dollar Round Table Qualifying Member 2004-2023
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- National Quality Award 2004, 2007-2010
- Award recognizing persistency and performance
- National Sales Achievement Award 2007
- Award recognizing performance
- Northwestern Mutual Top 20 and Top 10 in Central Region
Here are my areas of expertise
Business Employee & Executive Benefits Planning
Business Planning & Succession
Life Insurance Strategies
Business Planning
Insurance Protection Strategies
Retirement Planning & Income Strategies
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
