Patrick R. Velekei

CFP®,CLU®

Managing Partner, Lead Advisor

Patrick Velekei began his financial services career in 1999 and joined our firm in 2002. Patrick is a graduate of Shippensburg University with a Bachelor’s degree in Business Administration, majoring in Finance and Management Science. He earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2006 and the Chartered Life Underwriter®(CLU®) designation in 2012.

Patrick is a past President of the Reading Association of Insurance and Financial Advisors, the Berks County Estate Planning Council, and the Greater Reading Young Professionals. As a graduate of the Leadership Berks program, he has continually been involved in the local community, having served for many years on boards for the Boy Scouts Hawk Mountain Council and United Way of Berks County.

Patrick is a graduate of Wilson High School, an Eagle Scout, and resides in Wyomissing, PA, with his wife, Meredith, and their two daughters, Jillian and Kara. In his free time, he enjoys planning trips and traveling with his family on their quest to visit all 50 states.