“Every minute you spend in planning saves 10 minutes in execution; this gives you a 1,000 percent Return on Energy!”
— Brian Tracy
Patrick Trauger is a Partner at Penn Wealth Planning, LLC. Pat joined the Penn Wealth Planning team in 2007, after spending four years at TD Bank as an Expert Consumer Lender and Senior Customer Service Representative. From the start, Pat has used this extensive customer service experience to engage with the firm’s clients across a broad range of account needs. He works closely with the entire Penn Wealth Planning team to support their efforts in developing tailored recommendations and monitoring progress toward goals in the areas of asset management, risk management, retirement, and estate planning.
Pat has a comprehensive approach to financial planning and takes the time to consider the whole picture. He works closely with Penn Wealth’s experienced team of advisors, financial and insurance specialists to ensure that each client has the information they need to be active participants in their personal investment process. Pat believes in early planning and has been instrumental in helping children of existing clients begin along the path of maximizing employer benefits, restructuring debt, and ultimately looking ahead to future retirement.
Pat holds the CERTIFIED FINANCIAL PLANNER™ designation, as well as a Bachelor of Science Degree in Business Management from DeVry University. Pat holds his Series 7 and Series 66 securities registrations with LPL Financial and is a licensed independent Life, Long-term Care, and Disability insurance agent.
Pat’s dedication to exemplary service extends well beyond our client base to encompass his ongoing service to our country. Pat has served in the United States Air Force since 2002. He has been deployed in support of Operation Iraqi Freedom and Operation Enduring Freedom as an A-10 Crew Chief. Currently, he is a Technical Sergeant in the 201st Red Horse Squadron at the Horsham Air Guard Station.
Pat resides in Warwick, PA where he enjoys spending his free time with his wife Brittany, their two children, Kevin and Karly and the family dog, Honey.