Patrick Curran, CRPS®, AIF®, CBC®

Patrick Curran has a diverse work experience in the financial and wealth management industry. Patrick currently works as a Retirement Plan Business Development Manager at Savant Wealth Management, a position they have held since March 2023. Prior to this, they were a Retirement Plan Specialist at Capital Directions, LLC starting from July 2022.

From 2017 to 2022, Patrick worked at Unified Trust Company where they held two roles. Patrick started as a Client Consultant in March 2017 and later became a Senior Client Consultant in August 2018. During their time at Unified Trust Company, they managed the on-boarding and service relationship with key Advisor Partners, Third Party Administrators, and Plan Sponsors for a $3 Billion territory book of business. Patrick also assumed a large portion of the employer's fiduciary liability for the plans.

Before that, Patrick worked as an Associate Wealth Management Advisor at Northwestern Mutual from March 2014 to March 2017, and as a Financial Advisor at Wells Fargo Advisors - Private Client Group from June 2012 to March 2014.

In 2010, they had two roles: as a Brokerage Associate at Wells Fargo Advisors, where they focused on providing retail banking customers with extensive and convenient distribution services, and as a Credit Manager at Wells Fargo Financial, where they worked on providing lending solutions to customers through their network of consumer finance stores.

Overall, Patrick Curran has gained considerable expertise and experience in various areas of finance, wealth management, retirement plans, and fiduciary responsibilities.

Patrick Curran, CRPS®, AIF®, CBC® completed their education at Saint John's University from 2006 to 2010, where they obtained a Bachelor of Arts (B.A.) degree in Business Administration and Management, General. Prior to that, they attended La Crescent High School from 2002 to 2006. In terms of additional certifications, Patrick obtained the AIF certification from Fi360 in April 2017 and also holds the Certified Retirement Plan Specialist certification from the College for Financial Planning.