Developing a plan for your financial future does not have to be overwhelming. At Bridgestone Financial Partners, our goal is to make each client feel welcome and comfortable. We partner with our clients and operate in an open, transparent manner. We encourage our clients to participate in the planning process, feel empowered to make decisions, and contact us any time to talk about new needs or voice potential concerns. We work with our clients and their families to ensure everyone is well informed and on a clear path.
In addition to the services included below, we are comfortable collaborating with our clients’ accountants and attorneys, as needed, to provide holistic advice.
In addition to the services included below, we are comfortable collaborating with our clients’ accountants and attorneys, as needed, to provide holistic advice.
We are passionate about our work and committed to finding the strategies that work best for you. Our advisors specialize in advanced management advisory and quickly recognize any risk gaps that may exist. We strive to manage our client’s risk tolerance through diversification and frequent strategy evaluations. We communicate frequently and honestly as if you are a member of our family.
Patrick is an experienced financial advisor specializing in retirement consulting and planning. He focuses on establishing a personal and holistic connection with each of his clients by providing individualized financial solutions. As a trusted advisor, Patrick understands the need for compassion, transparency, and patience. Patrick partners with his clients to help support their financial freedom and success, which translates into positive changes for his clients and their families.
More than 20 years of experience in the financial industry has equipped Patrick with the tools and resources necessary to help clients achieve their financial goals. Patrick started his journey as a Vice Present at a real estate investment trust. In 2014, Patrick joined KeyBank as a financial planner before being quickly promoted to Private Client Advisor for the trust department. During his tenure at KeyBank, Patrick quickly understood the overwhelming amount of misinformation regarding financial plans and products. Patrick focused on working with his clients and their families to explain the intricacies and help them make informed decisions.
Patrick has volunteered as a coach with the Avon Canton Farmington Youth hockey league for over 17 years and served as treasurer. In addition, he has volunteered for the American Red Cross and actively participates in community volunteerism, including fostering rescue dogs before they find their forever home. Patrick also enjoys spending time with his two rescues, Moses and Sadie. Patrick currently resides in Farmington, CT, with his family. He has four children, four grandchildren and loves to landscape and garden.
Kendra is an experienced and knowledgeable financial advisor with a passion for helping clients achieve their financial goals. She has more than 20 years of experience assisting clients to put all the pieces of their financial puzzles into a holistic plan.
Kendra began her career at Advest Inc. in 1991, which later became Merrill Lynch. Kendra remained there until 2012, when she continued her career at KeyBank in Manchester, CT. After nine years of working with KeyBank, Kendra became part of the Bridgestone Financial Partners team. At Bridgestone, Kendra is helping clients build their financial strategies by focusing on each individual’s specific needs. She is dedicated to delivering the personalized investment planning services her clients deserve.
Kendra is a graduate of Northeastern University. She is an avid pet enthusiast. Kendra lives in West Hartford, CT, with her husband Thad and puggle, Sammy Jo.
Do you have questions for Bridgestone Financial Partners and want to get in touch? Give us a call or email us any time. We are here to serve you.
Address:
903 Main Street
Manchester, CT 06040
Phone:
Office: 860.310.1167
Fax: 860.785.6394
© 2021 Bridgestone Financial Partners. All Rights Reserved.
