Pat McGrath
Aligning Your Financial Plan with Your Life Plan
- Role
- College Unit Director at Northwestern Mutual
- Location
- Barrington, IL, US
- LinkedIn followers
- 500 followers
About Pat McGrath
As a financial advisor, I translate and automate industry leading financial strategies for my clients so they can optimize their financial independence while living their fullest lives. Whether you\'re looking for a second opinion on what you\'re already doing, a place to start, or systems designed to keep you accountable, I\'m confident that every single person or family I meet with will find immense value in the time we spend together. My process is carefully designed to make someone truly excited about the steps required to make their distant aspirations into their future realities.When we meet, you\'ll walk away feeling understood and filled with anticipation. So much so, you might even completely forget to ask,\"how much does it cost to work with you?\" The value provided should always justify the fees when you\'re working with a financial professional. As an advisor who strives to provide deeper value than just returns, you\'ll find quickly how little the fees truly matter - especially when you might\'ve been tipping Uncle Sam instead.I have a Bachelor of Arts in Managerial Economics from Illinois State University along with a double minor in both Business Administration & Coaching. Additionally, I used to compete for one of Illinois State\'s Esports teams, which has won multiple national level titles, both with and without me. I am also currently studying for my CFP designation.
Experience
College Unit Director
Jan 2026 — Present · Barrington, IL, US
As the College Unit Director in our Barrington office, I personally mentor our office\'s interns who see themselves as aspiring entrepreneurs and financial advisors. It is my mission and objective to give each intern I have the opportunity to mentor the best environment possible to build the necessary professional and soft skills required to find their own success in their professional lives.
Education
Illinois State University
Bachelor of Arts - BA, Business/Managerial Economics
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