Retirement & Wealth Strategies
Patrick Kundracik is a seasoned professional with extensive experience in compliance, risk analysis, and operations management. Currently serving as Compliance Principal at Retirement & Wealth Strategies since December 2022, Patrick previously worked as an Escalation Support Specialist and Risk Analyst at Charles Schwab from January 2018 to November 2022. Patrick's background in the golf industry includes positions such as PGA Head Golf Professional and Assistant Golf Professional at Kless Myers Golf Management LLC, where responsibilities ranged from operations management and staff training to financial analysis and youth instruction. Additionally, Patrick has a strong foundation in customer service, having worked at prestigious golf clubs such as Colorado Golf Club and Black Bear Golf Club. Patrick holds a Bachelor's degree in Professional Golf Management and Finance from the University of Colorado at Colorado Springs and an MBA from the same institution.
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Retirement & Wealth Strategies
Wealth begins when you take a long-term view Taking the long-term view requires a disciplined approach that is tailored to your individual needs to ensure that your vision and values drive the plan. It is our job to translate those visions and values into an integrated plan that encompasses: •Personal investment strategies •Tax planning techniques •Retirement readiness •Estate planning •Insurance analysis •Maximizing financial opportunities At RWS Financial Group, we utilize our knowledge and experience in retirement and wealth strategies to guide you through your financial journey. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning Services through RWS Financial Group LLC, a Registered Investment Advisor. Cambridge and RWS Financial Group LLC are not affiliated.