Branch Locations: Beavercreek, York Commons, and Dayton VA.
Pat Koons has a passion for helping members achieve their financial goals by utilizing personalized financial planning strategies and simplifying complex financial concepts.
Pat’s experience extends to retirement planning, investment strategies, risk management, and estate planning. His client-centric approach focuses on understanding each member’s unique financial situation and tailoring strategies to help them achieve their short-term and long-term financial objectives.
Pat earned his Retirement Income Certified Professional designation from the American College. When he is not working, Pat enjoys spending time with his family and participating in numerous outdoor and philanthropic activities in the Miami Valley.