Pat McGrath - Northwestern Mutual

Pat McGrath - Northwestern Mutual I strongly believe that your financial plan should fuel your life plan. I originally never envisioned myself becoming a financial advisor or planner growing up.

What sets my approach apart is not just piecing together a vibrant financial picture but doing so with genuine care and understanding for the reasons behind each piece too. I had originally planned on becoming an engineer. But, thanks to a sports injury in my first year of college, I went from playing to coaching and got to see firsthand how much of a difference one person can make on another. Bec

ause of how fulfilled guiding others made me feel, I thought to seek out a career that would have more of a direct impact on others than an engineer would (as I feel they have an indirect impact on others). After exploring multiple other careers, I eventually came to the conclusion that the career path of a financial planner would lead me to have the deepest, longest lasting impact on every single person and family I met with thanks to my natural ability to embrace tough conversations that matter most. I'm sure I feel that financial impact is the deepest form of impacting others due to how my family's lack of financial planning turned my childhood upside down in 2008. My parents had been working with a large firm in an investment management capacity, but it was just investment management. Not holistic financial planning. Meaning they only talked about things like "rate of return," "risk tolerance," and "management fees." Investment management isn't bulletproof - which unfortunately, thanks to 2008 job and investment markets, led to their entire portfolio running out, retirement accounts drying up, then credit card debt piling up. There's plenty of things in life that are okay to "wing it" on. But with how 2008 changed my family, I care too deeply to let the same things happen to anyone I get to meet with. Since starting my career at Northwestern Mutual with my life and health licenses, I have earned my SIE, Series 6, Series 63, and Series 7 and am constantly told by those I meet with that because of how our conversation went, they felt better about their financial future.

06/24/2026

You deserve to live with a little more confidence and a lot less second guessing. I can help you get that by helping you set up your financial plan.

Markets continue to show resilience, but the path forward may depend on inflation, the Fed’s next move, and whether AI-r...
06/23/2026

Markets continue to show resilience, but the path forward may depend on inflation, the Fed’s next move, and whether AI-related investment remains strong as financing costs rise. Northwestern Mutual Wealth Management CIO Brent Schutte shares why diversification remains important in today’s market environment. http://spr.ly/6188BDwjUQ

06/17/2026

The right financial plan makes it easier to feel confident about what’s next. I can help you put one together that would impress any dad.

06/16/2026

Most families can’t cover the full cost of eldercare on their own, especially if they’re also raising kids. But the goal isn’t to do it alone. If you’re trying to figure out how to hold it all together—or make a plan to help you navigate this more smoothly in the future—that’s exactly what I help people do. Let’s connect.

Big market headlines can create questions for clients. In this week’s commentary, Northwestern Mutual Wealth Management ...
06/16/2026

Big market headlines can create questions for clients. In this week’s commentary, Northwestern Mutual Wealth Management CIO Brent Schutte looks at the SpaceX IPO, inflation, and the Fed—and why long-term discipline still matters when markets get noisy. http://spr.ly/6189BDGkKP

Planning for their future doesn’t have to wait. I can help steer your family towards happily ever after. Let’s get start...
06/15/2026

Planning for their future doesn’t have to wait. I can help steer your family towards happily ever after. Let’s get started.

06/10/2026

Let me help you get the right financial plan in place, so the big stuff AND the little stuff feel lighter. Let’s get started on yours today.

Strong jobs data may sound like good news—but with inflation still sticky, markets may see it differently. Brent Schutte...
06/09/2026

Strong jobs data may sound like good news—but with inflation still sticky, markets may see it differently. Brent Schutte, chief investment officer of Northwestern Mutual Wealth Management, breaks down what investors should know. http://spr.ly/6182B8L3Py

06/04/2026

Many things can be true at once. I can help you set up a financial plan to prepare for it all.

AI is driving stocks higher—but narrow market leadership means that there is more to these gains than meets the eye. Nor...
06/02/2026

AI is driving stocks higher—but narrow market leadership means that there is more to these gains than meets the eye. Northwestern Mutual Wealth Management CIO Brent Schutte examines what’s underneath the gains and why diversification still matters. http://spr.ly/6185B8iYXT

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