CoverProfile

Patrick Thuemmel

Director, Investments

Samalin Investment Counsel LLC

United States, Texas, Coppell

About Me

An independent advisor, Patrick has over 15 years of experience helping clients and their families advance towards their unique financial goals. A CERTIFIED FINANCIAL PLANNERTM professional, Patrick works with business owners, high-net-worth individuals, and the emerging wealthy to provide holistic financial planning that encompasses investments, retirement planning, income planning, educational savings planning, as well as insurance and risk management. Patrick also works closely with local attorneys and tax professionals to tackle estate and tax planning needs. Patrick earned his degree in Economics from Texas A&M - College Station.

Profile Information

Director, Investments

Samalin Investment Counsel LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Coppell

Texas

United States

Sep 6, 2024

Work Experience

Samalin Investment Counsel LLC

Director, Investments
Jul 2020 - Present
Email: patrick.thuemmel@samalinwealth.com

More profiles to browse

Profile Photo
John B. Hadley Jr.
Vice President, Investments
AS
Andrew Samalin
Principal
JF
John Fussell
Vice President, Investments
LK
Laurance Kersh
Director - Investments

You Might Like

LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
BW
Bill Wood
Managing Member, Principal
Nova R Wealth