Adam (AJ) Loedel
Specializes in working with teachers and education professionals, guiding them to and through retirement. Patrick joined HighPoint Advisors in 2013 after spending ten years in the financial planning industry as an Operations Manager and providing top-notch client service. He focuses on transition planning for those that have gone through or are planning a significant life change. Please click here to work towards your retirement goals with our comprehensive digital robo-enhanced solution. Other services described are not available through this platform.