Patrick Kellogg, CFP®


Patrick “Rick” Kellogg is a CERTIFIED FINANCIAL PLANNER™ practitioner. While eager and able to help people in any situation, he specializes in assisting those who are in the home stretch, the last 10-15 years before retirement. Patrick takes a holistic approach to financial planning, taking into account not just what investment mix is right for you, but also how to best mitigate risks, minimize taxes, and maximize income and legacies. Every person’s situation is unique and different, and Patrick excels at tailoring your plan to get you to where you want to go.

Patrick grew up in Eastern Iowa, lived in Argentina for a couple years, and has called Heber City, Utah his home for almost 20 years. He has worked for two New York Stock Exchange member firms, as well as for Hartford Life, and has been helping people understand, plan for, and enjoy retirement for over 25 years.

Patrick is happily married to Michelle, and they have three wonderful adult children. He enjoys reading, listening to 80s music, and traveling the world. Patrick is also a Spanish Translator/Interpreter and enjoys voice-over work and acting in his community theater.