Patrick W Hogan
President
Pat has been a Registered Investment Advisor since 1970. He is a graduate of the University of Dayton and has advanced degrees from Xavier University and the University of Cincinnati. Mr. Hogan was also a Professor of Business at Miami University from 1976 until 1998. He is a lifelong resident of Hamilton, Ohio and stays active with his children and grandchildren.
Daniel S Schmitz
Registered Investment Advisor
Dan has been with Patrick Financial for 8 years. He lives in Hamilton, Ohio with his wife Jackie. Dan earned his bachelor’s degree from Bowling Green State University in 1985.
Dan helps clients reach personal financial goals every day. Whether he is helping a client with retirement goals or daily budgeting, Dan puts the utmost care into his interactions.
In his spare time, Dan enjoys being outside, especially on the golf course!
Our Strategic Partner
Saxony Securities, Inc. (“Saxony”), member FINRA/SIPC, is an independent, privately owned broker dealer headquartered in St. Louis, Missouri with independent financial advisors nationwide. Saxony financial advisors enjoy the independence of offering objective, conflict-free investment advice to their clients.
