Patrick M Ricketts MBA AIF® CFP ®

Patrick M Ricketts MBA AIF® CFP ®

President & CFO

Patrick M. Ricketts MBA, AIF®, CFP ® is a graduate of the University of Nebraska-Lincoln with a degree in Business Administration with an emphasis in Finance. While at the University of Nebraska, he was a 3-year starter as cornerback on the football team and earned CoSIDA Academic All-American honors, a three-time CoSIDA Academic All District, three-time Academic All-Big 12 Conference, and was part of the Brook Berringer Citizenship Team and Unity Council.

He received his Masters in Business Administration (MBA) from Creighton University. In his community, Pat served for over 7 years on the Millard Public Schools Board. Pat received the “Expanding Horizon Award” (08-09) for his work with Millard Public Schools.

He was nominated to the 2011 class of 40 greater Omaha, Sarpy County and Council Bluffs entrepreneurs, executives and professional men and women under the age of 40 for Midlands Business Journal "40 under 40". He was also nominated to the 2014 class of Ten Outstanding Young Omahans (TOYO) by The Omaha Junior Chamber (Jaycees). 

Pat has achieved recognition as a member of Million Dollar Round Table*, the standard of excellence in financial services, designating top 5% in the entire industry.  He is also a member of the “Top of the Table”, an exclusive forum for the world’s most successful financial services professionals at the top 1%, who demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. 

He has also completed extended training in Business Owner and Executive Solutions (BOES). He has his CERTIFIED FINANCIAL PLANNERTM mark from the Certified Financial Planner Board of Standards, Inc and Accredited Investment Fiduciary designation.  

He specializes in assisting business owners, executives and families with financial and risk management solutions through proactive planning.  Pat offers estate planning, wealth accumulation services and retirement income strategies for his clients.

 

 

 

AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework.  The AIF Designation does not mean the holder is acting in a fiduciary capacity

*A sales component was considered as part of the qualifications for these awards.. These recognitions are not representative of any financial performance, advice or returns.  

 

 

Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York) and Principal Life Insurance Company.  Securities and advisory products offered through Principal Secuirites, Inc. 800/247-1737, member SIPC. Principal National, Principal Life, and Principal Securites, Inc. are members of the Principal Life Financial Group®, Des Moines, IA 50392.  Patrick M. Ricketts, Principal National and Principal Life Financial Representative, Principal Securites, Inc. Registered Representative and Financial Advisor.  Neither Ricketts Executive Planning nor Vintage Financial Group is an affiliate of any member of the Principal Financial Group.

 
Phone 402-932-7233
Fax 402-932-4196