Patrick Oursler, CRPC®

Patrick attained his Chartered Retirement Planning Counselor℠ designation to better serve McAdam and his clients in addition to working with clients directly, he also takes on new initiatives within the company.

As a natural progression from his previous district manager role, his daily activities are driven by a passion to support his financial advisor peers at McAdam, as they work toward retirement strategies with each new client they serve. In his latest role, he has been instrumental in the rollout of McAdam’s new branding and dinner seminar program.

Patrick studied philosophy of professional ethics at Elizabethtown University. He likes to spend time with his family and friends when he’s not in the office. He enjoys theater and traveling in his free time.