In this episode, our guest is Patrick Holmes. He began his financial services career at State Employees Credit Union in 2013 and started building relationships with members, helping them with their financial needs ranging from financial counseling, tax preparation, personal and mortgage lending, and Auto, Home, and Life Insurance. Determined to find the best insurance solutions on the market, he founded Seven Two Advisors, specializing in Life, Health, Disability, Long Term Care, and Medicare Solutions with no sales goals, quotas, or forceful sales practices. Today, Patrick explores the essential components that influence a person’s spending habits, discovering the true value of wealth and how to be financially independent.

Website: https://seventwoadvisors.com/about/