Pat began his journey in finance in 1975 with a small insurance company based in Florida, known as American Bankers Life Insurance Company. As time progressed, he found he really enjoyed helping people make good decisions for their financial well-being. Mr. Jack Walsh was the marketing leader and innovator with American Bankers and approached Pat about joining his team in 1979 to form a new financial planning services company. Pat says of this decision, “It was an easy one to make because Mr. Walsh was a genius in marketing, and I could tell his leadership and vision were right on track with what the industry was doing.” This one decision was the catalyst that brought Dodds Wealth Advisors to one of the leading financial planning companies in the area today.
Pat provides financial advice to his clients so that they can gain confidence and clarity. He approaches life with integrity and maintains a high standard of ethics. He enjoys providing his clients with advice and direction . . . even if it’s not about their portfolio, but just a second opinion.
Pat has received numerous awards and accolades within the company. They are all important but two have been standouts to him. The John P. Walsh Legend Award was given in July 2013 in recognition of Pat’s unwavering determination to the expansion of the financial planning industry, his dedication to the elevation of the profession and his commitment to the help and support of his peers. His leadership and integrity are an inspiration to us all.
The second most meaningful award he has received is the Legend Award in 2003 in recognition of his lifetime achievements, his boundless energy and willingness to help and share with others and his superb character. He is the personification of integrity loyalty and dedication. A founder of Money Concepts, he is a true and consistent leader and an inspiration to us all.
Pat and his team have built a business based on integrity, high level of commitment and fairness for all. He is honored to have his family join him in the business over the past two decades. One of life’s greatest blessings is to have a family that truly loves and supports each other. This is what you have when you become a client with us . . . “You have our family taking care of yours.” Having a family team shows a higher level of service and commitment to work well for clients and share experience and wisdom together.
Pat has the honor of serving as the Regional Director for Money Concepts. In this role he recruits financial advisors for new branches around the state of Ohio. Money Concepts is an independent firm and this is a major asset for those considering financial planning as a career.
In his free time Pat loves spending time with his growing family. He and his wife (and high school sweetheart) Sharon of 46 years have 8 adult children and 15 grandchildren (and counting). Pat is an instrument-rated pilot and enjoys going camping. Pat also supports his local community and his local church family.