Patrick Dupont, CFP®

Finance has always been a passion of mine. As a child, I was fortunate enough to win the Lake Champlain International Father’s Day Fishing Derby with my friends and family. After splitting the cash prize amongst the fishing team, I was encouraged by my father to meet with a financial advisor to explore my options. This advisor guided me through the process of setting financial goals, and opened my eyes to the benefits of financial planning and investing. With his direction, I was able to purchase a small fishing boat with my twin brother and help fund my college tuition at Virginia Tech. I was grateful to be shown how to make my goals become a reality, and am now driven to help others do the same.

My passion goes beyond simply servicing our clients’ financial needs. I want to build meaningful relationships along the way. I strive to help our clients achieve their current goals, and provide them guidance to reach for those aspirations they never even considered possible. I want to help clients the same way that my financial advisor helped me as a kid. There is no better feeling than knowing you have made a positive impact on another person’s life.

CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S. which it authorizes use of by individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.