Professional

I am committed to helping you achieve your goals. Our conversations will be free of judgment and pressure, and I will strive to provide you with the best experience possible.

Hi, my name is Patrick Raftery and I am a Financial Advisor with Northwestern Mutual. Our company has been a leading industry player for over 160 years. After graduating from the University of Kansas, I began my career in the property and casualty insurance industry. I have 25 years of experience in finance and risk management and have held various leadership roles at companies such as Walgreens, Motorola, Midas, Grainger, and Aon. I have aligned myself with Northwestern Mutual to help families and businesses save money and build tax-efficient, generational wealth plans on their own terms.

I was born and raised in Illinois but eventually chose to attend the University of Kansas for my undergraduate studies. There, I earned bachelor's degrees in sociology and criminal justice. Additionally, I am currently pursuing a CFP(R) designation and hold various professional industry licenses, including Series 6, Series 63, and Life and Health Insurance.

I am deeply committed to my local community and actively participate in various organizations. I am a proud member of the local chapter of the University of Kansas Alumni Association and the Saint Viator High School Alumni Association. Additionally, I have the honor of serving as the President of the Saint Viator Athletic Boosters Club and moderator for the Loyal Hearts Business Forum. In the past, I have also served as a local junior high cross-country coach and committee member for America in Bloom in Hawthorn Woods.

I live with my wife Nikki and our three children in the Northwest suburbs of Chicago. I am passionate about running and reading, while in the winter I try to ski as much as possible.

Years of Experience

Representing Northwestern Mutual since 2017.

Here are my areas of expertise

Financial Planning

Business Planning & Succession

Investment Planning & Strategies

Insurance Protection Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Multigenerational Planning

Tax-Efficient Strategies

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.

Downtown Milwaukee, WI Skyline

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo