Broker Check

Our Team

Patrick Mongin, CLU, LUTCF

Financial Advisor

920.430.7970

[email protected]

Patrick Mongin, CLU, LUTCF started his career in insurance and financial services in 1981. He works with business owners in the areas of employee benefit packages, executive compensation plans, and disability income protection. Pat has...
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John Wheeler, CLU, ChFC, LUTCF

Financial Advisor

920.366.7860

[email protected]

John R. Wheeler, CLU, ChFC, LUTCF, has been in the insurance and financial services business for 31 years. John's practice currently covers 10 states and focuses on income planning and wealth transfer using life insurance, annuities,...
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Lisa Knuth

Office Manager

920.430.7970

[email protected]

Lisa Knuth is our Office Manager who specializes in client service and organization, as well as the daily administration ofthe office. She has been with John Patrick Planning since its inception. Lisa earned her life and health...
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