Patrick M. Fay, AIF
Retirement Plan Advisor
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Background
Patrick has over 20 years of experience in qualified plan investments, providing retirement planning solutions and recommendations. He proactively monitors his clients’ investments and works to help them pursue their financial goals. With 15 years on the institutional side of corporate retirement planning, Patrick has gained valuable knowledge of best practices in the field allowing him to better serve his clients.
Patrick was recognized as one of PLANADVISER’s 2023 Top Retirement Plan Advisers1 and in 2020 by Financial Times as a Top Financial Adviser.2 Additionally, he is part of the team that was recognized as one of the 2020 and 2022 NAPA Top DC Advisor Teams.3
Patrick is active in the community and is currently serving as a board member of The First Tee of Omaha and is a Founder and board member of Blackstone Venture Fund. His past involvement includes serving as co-chair of the CSI Cabaret, member of the AKSARBEN Floor Committee, member of Omaha Venture Group, board member of the Creighton University Young Alumni Association, past President and board member of Omaha Morning Rotary and member of the Jaybacker Jamboree Committee.
When he’s not at work, you might find Patrick being a Girl Dad to his two daughters, attending a local sporting event such as Creighton Basketball or UNO Hockey, or enjoying a round of golf.
Securities offered through M Holding Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through HUB Investment Advisors, an SEC registered investment advisor. Insurance services offered through HUB International. HUB International Great Plains, HUB International and HUB Investment Advisors are not under common ownership with M Holdings Securities, Inc.
Areas of Focus
- Employer-Sponsored Retirement Plans
- Fiduciary Assistance
1 The 2023 PLANADVISER Top Retirement Plan Advisers recognition is based solely on self-reported quantitative data about an adviser’s practice. To be included in this year’s list, advisers had to have a minimum of 50 plan clients or retirement plan assets under advisement of $400 million or more, as of year-end 2022. After meeting the minimum plan or asset count, advisers are also highlighted if they meet the following categories: have 150 or more 401(k) plan clients; have 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients; are female; or are younger than 40 years of age. As this recognition is based solely on quantitative figures, there is no judging or subjective measurement, and it is not indicative of any adviser’s future performance. Neither advisory firms nor their employees pay a fee in exchange for this recognition.
2 The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (October 2020). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under advisement (AUA), DC AUA growth rate, specialization in DC plans, years of experience, advanced industry credentials and compliance record. A total of 855 advisors applied for the award, of which 401 were selected (47%). This award is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401.
3 NAPA TOP DC ADVISOR TEAM 2022 – Established in 2017, nominees had to be individual advisor team/offices with a defined contribution book of business in a single physical location. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. In 2022, 438 applications were submitted and 430 were on the final list. The rating is not indicative of the Advisor’s future performance. No fee is charged to participate.