Broker Check
Patrick Buggy

Patrick Buggy

Client Services Assistant

Patrick Buggy was brought in to assist Tim and Dave in late 2020.  He is responsible for new account set up, insurance policy delivery, and client service activities.  Patrick shares his banking and insurance experience which has made him a welcome addition to the team.

Patrick attended Indiana University of Pennsylvania.  He has over 18 years of experience working in finance.  He served in multiple finance roles over the years. These include lending, small business, insurance, and relationship management.

Patrick enjoys spending time outdoors with his wife, Jesica, and two children, Izel and Lucas.  He participated in a sprint triathlon in 2017 and you would be surprised to know that he also went skydiving once, just once. 

Patrick Buggy provides administrative support services and is not authorized to effectuate trades or provide advice.