Kent Patrick, CRPC®

Kent Patrick, CRPC®

Vice President, Wealth Advisor

“I have always known that I love helping people, I just didn’t know how to go about doing that. After my first finance course in college, I knew this was the career path I wanted to take.”

Kent was born and raised in Leesburg, Georgia and came to Valdosta in 2009 where he attended Valdosta State University. He graduated from the Langdale College of Business in 2013 with a Bachelor’s Degree in Finance.

Kent is a Chartered Retirement Planning Counselor. The CRPC® is the nation's most prolific and recognized retirement planning credential. Along with his CRPC he holds his Life & Health Insurance license. He serves on the firm’s investment management committee to create and manage portfolios as well as meet with and educate clients. 

As a fiduciary, Kent creates customized financial plans for his clients and their families. His other responsibilities at the firm include investment/risk analysis, Social Security analysis, small business retirement plan analysis, and staying up to date with industry technology.

Kent currently serves on the Greater Valdosta United Way board of directors. He was elected to Georgia Forward's "Young Gamechangers", a program that consists of Georgia's 50 young professionals under the age of 40. He has been nominated for 2015 and 2016 "Young Professional of the Year" as well as "Georgia Leadership Class of 2016". He was in the Leadership Lowndes class of 2018.  Kent and his wife Brooke have lived in Valdosta since 2009. Outside of work he enjoys golfing, fishing, traveling and spending time with his friends and family. If he isn’t in the office, you can probably catch him on the golf course!