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Patrick Burgess, cfp®


office: (803) 741 – 0134
mobile: (803) 603 – 3864
  • Marquette University, ’90 BA, English
  • University of South Carolina, Darla Moore School of Business – Certificate of Financial Planning, ‘08
  • U.S. Army Officer, 1990 -1999
  • Financial Advisor, First Command Financial Planning, 2000 – May 2012
  • SC LH&A Insurance License, Series 6, 63, and 65 held with LPL Financial
  • Married to the former Meghan Buck, two sons, Gus and Flynn
  • Part of the Columbia, SC community, since 1997
  • Member of the St. Peter’s Catholic Church, Contemporary Choir
  • Active in sons’ Scouting, as well as school and athletic involvements.
  • Enjoys spending time with friends and family, music, and home improvement

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