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Patrick M Ricketts MBA AIF® CPWA ® CFP ®

Patrick M Ricketts MBA AIF® CPWA ® CFP ®


I am a proud graduate of the University of Nebraska-Lincoln, where I had the privilege of walking on and earning my Black Shirt. During my time at the university, I excelled as a cornerback on the football team and became a three-year starter. I am honored to have received CoSIDA Academic All-American honors, as well as being recognized as a three-time CoSIDA Academic All-District and three-time Academic All-Big 12 Conference athlete. Additionally, I had the privilege of being part of the Brook Berringer Citizenship Team and Unity Council.

Continuing my academic journey, I pursued a master's in business administration (MBA) from Creighton University. I am proud to have served on the Millard Public Schools Board for over seven years, and my dedication to education was acknowledged when I received the "Expanding Horizon Award" (08-09) for my work with Millard Public Schools.

As an active member of my community, I serve on the Elder Board at Brookside Church. My commitment to excellence and community involvement has been recognized through various accolades. In 2011, I was honored to be named one of the "40 under 40" by the Midlands Business Journal, and in 2014, I was selected as one of the "Ten Outstanding Young Omahans" (TOYO) by The Omaha Junior Chamber (Jaycees).

I am proud to have achieved recognition as part of the Million Dollar Round Table, an honor bestowed upon the top 5% in the entire financial services industry. In my professional career, I am privileged to be a member of the "Top of the Table," an exclusive forum for the world's most successful financial services professionals.* 

My dedication to continuous learning and professional growth is evident through my accomplishments. I hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) mark from the Certified Financial Planner Board of Standards, Inc., as well as the AIF®, Accredited Investment Fiduciary® designation. Additionally, I have completed extensive training in Business Owner and Executive Solutions (BOES). To further enhance my expertise, I attended the Investments and Wealth Institute taught in conjunction with the Yale School of Management, which led me to become a Certified Private Wealth Advisor (CPWA®) professional.

On a personal note, I am blessed to share my life with my wife, Kirstin. Together, we have the joy of raising our four children: Henry, Graham, Samantha, and Teddy.


*Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year, and is not based upon performance or returns experienced by any client, or opinions of the advisor’s clients or former clients. Qualifying membership in the MDRT "Top of the Table" is achieved by having met sales production levels that are significantly higher than those required for general membership.