Patrick T. Phalen

Patrick T. Phalen

Executive Vice President, Financial Representative

Phone: 217-747-5503
Fax: 217-747-5519

I began my investment services career in 1996. In addition to my Series 6, 7,  63 and 65 licenses, I hold a degree in Business Administration from MacMurray College in Jacksonville, Illinois. I also am insurance licensed for life and health insurance in Illinois.

I actively volunteer my time to the community currently through my affiliation with the United Way, SPARC, Friend-in-Deed, as well as roles in the past with Big Brother Big Sister, American Business Club and Illinois Special Olympics.  

My wife Sarah & I reside in Springfield with our children.

By working with me, you can benefit from my customer focused background and the security of a premier financial organization.

To develop, review or update your financial strategies and work toward your goals, please call the number above for a complimentary initial consultation.