Patrick M Ricketts MBA AIF® CPWA ® CFP ®
President
Patrick M. Ricketts MBA, AIF®, CPWA ®, CFP ®, is a graduate of the University of Nebraska-Lincoln. He walked on earning his Blackshirt and became a 3-year starter as a cornerback on the football team. Pat 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. Pat earned his master's in business administration (MBA) from Creighton University.
Pat served for over seven years on the Millard Public Schools Board, receiving the "Expanding Horizon Award" (08-09) for his work with Millard Public Schools. Pat serves on the Elder Board at Brookside Church.
He was named one of the "40 under 40" in 2011 by the Midlands Business Journal and one of the 2014 "Ten Outstanding Young Omahans" (TOYO) by The Omaha Junior Chamber (Jaycees).
Pat is a member of the "Top of the Table,"* which is an exclusive forum for the world's most successful financial services professionals. This group represents the top 1%, who demonstrate exceptional professional knowledge, strict ethical conduct, and outstanding client service. He also achieved recognition being named part of the Million Dollar Round Table*, the standard of excellence in financial services, designating the top 5% in the entire industry.
He has his CERTIFIED FINANCIAL PLANNER TM mark from the Certified Financial Planner Board of Standards, Inc, and his AIF ®, Accredited Investment Fiduciary ® designation. He has also completed extended training in Business Owner and Executive Solutions (BOES).
He attended the Investments and Wealth Institute taught in conjunction with the Yale School of Management to become a Certified Private Wealth Advisor (CPWA®) professional.
During his time with Vintage Financial Group, the firm has been honored as the Best of Omaha, and by The National Association of Board-Certified Advisory Practices as one of the top practitioners in the country.
He and his wife, Kirstin, have four children, Henry, Graham, Samantha, and Teddy.
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.