Patrick Cotter

Patrick Cotter is the founder and CEO of Cotter Financial Group, a community-based concierge-level retirement planning firm. He has over 15 years of experience in the financial industry and has helped numerous clients achieve their retirement goals. Patrick is known for his holistic approach to financial planning, which takes into account not only financial numbers but also a client's values, relationships, and lifestyle. He is a passionate advocate for helping people plan for maximum enjoyment in retirement. Patrick is based in Chicago.