Pat Driscoll

Pat Driscoll, MBA
Estate Planning

p: 262.953.7125
f: 262.953.1321
c: 414.520.5353
Contact Me

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How I Can Help You

Education

  • BS - Carroll College, Waukesha, WI
  • MBA - Marquette University, Milwaukee, WI

Involvement

  • Pewaukee Yacht Club
Knowledge gained from the wind in your sails experience.

Sailing the lakes of Wisconsin takes agility, concentration and an eagerness to head for the horizon. With more than 30 years of helping others plan for their own horizons, it's easy to see how things are always smooth sailing for Pat. Setting a course of action that reduces tax burdens, offers an ease in transfer of wealth and peace of mind for family and associates is anchor to Pat's approach for business owners. Business continuation, estate planning, life insurance and taxation are his specialties. With Pat at the helm, you're in good hands!