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Patrick S. Jolliffe

Patrick S. Jolliffe

Insurance and Retirement Plan Specialist

Mr. Jolliffe is our Insurance and Retirement Plan Specialist. As a retirement and wealth management specialist with over 25 years in the financial services industry, he has counseled individuals and business alike on investment, tax, estate and financial planning issues. He earned a B.A. in business management from the University of Denver and is a member of the Financial Planning Association.