Professional

Patrick J. Marget, J.D., CPA, CFP® CLU® is a 15 year veteran at Northwestern Mutual. Prior to entering the financial services industry, Pat worked for three years as a senior accountant in audit for KPMG in the bank service area and for five years as an attorney for Michael Best & Friedrich LLP.  Leveraging his experience and expertise, Pat focuses on Bank-owned life insurance, business succession planning, estate planning, life insurance planning, and overall financial planning.

Education

  • University of Notre Dame - Bachelor of Business Administration, cum laude, Accounting
  • University of Iowa College of Law - Juris  Doctor, with honors

Years of Experience

Representing Northwestern Mutual since 2000

Professional Designations/Certifications

  • CFP® -  CERTIFIED FINANCIAL PLANNERTM
  • CLU® - Certified Life Underwriter

Associations and Memberships

  • Founding Member of the Wisconsin chapter of Young Entrepreneurs' Organization
  • Member of the Wisconsin Bar Association
  • Milwaukee Estate Counselors' Forum
  • Metro Milwaukee Association of Commerce

Patrick J Marget, J.D., CPA, CFP®, CLU®

Director of Estate & Business Planning

 

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