Pat Mongin, CLU, LUTCF, and John Wheeler, CLU, ChFC, LUTCF (the "John" and the "Patrick") and Lisa Knuth, our Office Manager, welcome you to our website. We hope you enjoy your online visit with us.
Our goal at John Patrick Planning Group is to provide our clients with the same quality of services and professional advice we would have looked for ourselves had we been in similar circumstances.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions, would like more information on our firm, or would like to schedule an appointment, please feel free to
contact us. We look forward to hearing from you.