A member of the National Association of Health Underwriters, Patrick leads the WFS team of benefits and financial planning professionals.  WFS works closely with a number of selected preferred partners, including attorneys, CPAs, human resource consultants and property/casualty professionals.

WFS helps the business owner client implement strategic planning procedures in the areas of employee benefits, and special selected benefits for key executives (including business owners).  In addition, WFS provides experience in the areas of retirement planning, disability income protection, transfer of business ownership coverage, long-term care planning and estate conservation.