Patton Corrigan Financial Advisor

About Patton Corrigan Financial Advisor

I was a client at Northwestern Mutual before I became an advisor - I’ve seen firsthand how the right financial planning can create security, confidence, and opportunity. But I also know that financial planning is more than just picking investments and hoping it will be enough someday.As a former consultant, I take a strategic, analytical approach to planning. I specialize in working with consultants and executives at top firms like EY-Parthenon, Strategy & , Oliver Wyman, L.E.K. Consulting, and Roland Berger, navigating major financial milestones like homeownership, growing families, and career transitions (with a special focus on the Director to Partner transition).Comprehensive financial planning isn’t just about investments - it’s about the active coordination of risk management, tax efficiency, estate planning, and long-term wealth strategies. Each financial decision impacts the others, and having a well-structured, adaptable plan is key to building lasting financial security.My focus areas include: Tax-efficient wealth building for high-income consultants Cash flow planning for variable bonuses & equity compensation Smart insurance strategies to protect your career and family Planning for major purchases (first homes, education, investments) Financial strategies tailored to career progression in consultingNo two clients are alike. My goal is to build a plan that fits your unique priorities, goals, and lifestyle - so you can focus on your career today while creating long-term financial security.Let’s connect - no assumptions, no judgments - just a conversation to help you take a small step toward the future you want.

Experience

1. Financial Representative College Unit Director

   Northwestern Mutual

   Aug 2024 — Present · Westport, CT, US

   At Northwestern Mutual, I specialize in delivering holistic financial planning solutions that encompass all facets of financial wellbeing. Unlike many financial planners who focus solely on investment management relying on equities and retirement accounts, my approach integrates risk management, tax efficiency, and estate planning strategies to construct a robust and resilient financial plan tailored to your unique goals. Investment Strategy: While investment management is crucial, it is just one piece of the puzzle. I ensure your investment portfolio is optimally balanced and aligned with your long-term objectives. Risk Management: Protect your assets and future income through smart insurance solutions and risk mitigation techniques. Leverage insurance as an asset, and realize the benefits throughout all stages of life. Tax Planning: Minimize tax liabilities and maximize after-tax returns with strategic tax planning methods. Estate Planning: Secure your legacy and ensure that your wealth is efficiently transferred to your heirs according to your wishes.By embracing a comprehensive financial planning approach, I help clients achieve financial security, maximize their wealth potential, and confidently navigate towards their goals.

Education

• Northwestern University

  BA, History, English

• The George Washington University

  MA/MBA, International Business

Skills

• Policy Analysis
• Grants
• Research
• Venture Philanthropy
• Strategic Communications
• Certified Anti-Money Laundering
• Strategic Planning
• Public Policy
• International Relations
• Marketing Communications
• Finance
• Marketing
• Politics
• Social Media
• Political Science
• Fundraising
• Cross Cultural Communication
• Anti Money Laundering
• Leadership
• Market Research