Patrick Zimmer CFP ®
Patrick joined Heritage Financial Services in January 2018. He graduated Summa Cum Laude from the University of Nebraska at Omaha with a Bachelor of Science in Business Administration majoring in Economics and International Business. Patrick holds his life and health insurance licenses and Series 7 and 66 registrations and is a Registered Representative and Investment Advisor representative with Cetera Advisor Networks LLC.
Patrick brings 9 years of banking and financial services experience and 5 years’ experience developing corporate financial solutions. This experience coupled with his passion to help others persuaded Patrick to join Heritage Financial Services.
In his free time, Patrick enjoys traveling with his wife, Jessica, and their Labrador retriever named Maddox. Patrick also enjoys running, cycling, bowling, rooting on the St. Louis Cardinals and Nebraska Cornhusker Football and Volleyball teams.