Patrick J. Modjeski

Vice President Of Sales, Business Development & Firm Level Recruiting at VantagePointe Financial Group

Patrick J. Modjeski is an experienced professional with a diverse work history. Patrick J. began their career as a Sales Representative at Pepsi Cola General Bottlers in 1993 before moving on to work as a Team Developer at American TV from 1995 to 1999. In 2000, they became a Financial Advisor at AXA Advisors and later transitioned to become a Field Representative and Financial Advisor at Guardian Life Insurance from 2007 to 2014. From 2014 to 2016, they worked as a Managing Sales Director at MetLife, where they focused on enhancing the careers and practices of financial experts. Additionally, Patrick worked as an Owner and Business Consultant at Seven Hills Financial Services, LLC from 2007 to 2016, designing and implementing strategies and benefit plans for clients. Currently, they serve as a Vice President at VantagePointe Financial Group, where they are responsible for firm leadership and development for financial advisors.

Patrick J. Modjeski completed their education with a Bachelor of Science (B.S.) degree in Security Administration and Public Relations from Northern Michigan University. Patrick J. attended Northern Michigan University from 1988 to 1993. Prior to their university studies, they obtained a high school diploma from Brown Deer High School from 1984 to 1988, where they pursued a College/University Preparatory and Advanced High School/Secondary Diploma Program.

In addition to their formal education, Patrick J. Modjeski obtained the Series 66 and Series 7 certifications from the Financial Industry Regulatory Authority (FINRA) in the year 2000. No information is available regarding the specific months when these certifications were obtained.

Location

Milwaukee, United States

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VantagePointe Financial Group

Financial Analysis: VantagePointe's thorough financial analysis encourages individuals, couples, families and business to share their goals and aspirations. This allows our Associates to provide a financial "blueprint"​ identifying the financial disciplines each client will wish to maintain in order to build their foundation towards financial success. Unique Capabilities Team: At VantagePointe, we offer unappreciated access to the experienced professionals comprising out Unique Capabilities Team. This includes systematic processes for comprehensive financial strategies, case design, and support for the products and services we provide. Life Long Relationships: Our focus is on building life-long relationships with our clients while becoming a valuable resources to families and businesses as their needs change through the years. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Registered Branch Number: 616-534-9623. 23192015—5/21 Please visit our website for additional disclosures: http://www.vpfgroup.com Specialties: Wealth Management*, Charitable Planning, Financial Planning*, Estate Planning Strategies, Business Succession Planning, Insurance and Risk Management, Business Planning, Employee Benefits, and Retirement Planning