Patrick Oursler, CRPC^®, joined the McAdam Financial team in 2019. Patrick focuses on helping individuals and families navigate the complexities of long-term wealth management, and the transition from the accumulation phase into holistic retirement planning.

Patrick earned his Bachelor of Arts in Philosophy of Professional Ethics from Elizabethtown College. This unique academic background provides him with a principled framework for financial planning, ensuring that every recommendation is rooted in a deep commitment to his clients’ best interests and long-term clarity.

Throughout his tenure at McAdam Financial, Patrick has gained a well-rounded view of the industry by serving in a variety of capacities. In addition to his primary role as an advisor, he spent a year in a leadership position and contributed to several internal company initiatives. These experiences allowed him to gain a deeper understanding of the firm’s operations and the broader financial services landscape, which he now leverages to provide his clients with a sophisticated, holistic approach to their planning.

Having obtained the Chartered Retirement Planning Counselor (CRPC^®) designation, Patrick focuses on the “big picture.” He works closely with clients to bridge the gap between the wealth accumulation phase and a sustainable, tax-efficient retirement. His goal is to simplify the often-intimidating world of finance into actionable, durable strategies that provide his clients with the confidence to enjoy their future.
Originally from the Northeast, Patrick now calls San Antonio, Texas, home. He lives there with his fiancée and their two dogs.