Patrick J. Gall, CFP

Since graduating from the University of Wisconsin–La Crosse in 2006 and returning to his hometown, Pat has accumulated more than 19 years of experience in financial planning. He specializes in helping pre-retirees and retirees build, protect, and transition their wealth through comprehensive, holistic financial planning.

Pat is passionate about helping individuals confidently plan for and achieve their cash-flow and lifestyle goals in retirement. He prides himself on providing clear, actionable advice that simplifies complex financial decisions and reduces stress for his clients.

Outside of the office, Pat enjoys spending time with his wife, Cassie, and their children, Parker and Ava, along with their dog, Scout. You’ll often find the family attending youth sporting events or traveling together.

Deeply committed to his community, Pat is active in his hometown of Marshfield and currently serves as a board member for the Marshfield Clinic Health System YMCA. He has previously served on the boards of Opportunity Development Center and Marshfield Sunrise Rotary.