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Pat McNamara Headshot.jpg

Pat McNamara

Relationship Manager

Why I Go To Work Everyday?

I enjoy having the opportunity to work in a team environment where relationships are created and we share the common goal of assisting our clients as they strive to achieve their goals and objectives for their retirement plans. It brings a lot of satisfaction to personally see how the work our team has done and the changes that the team has implemented has the potential to improve the functioning of retirement plans and the participants opportunity for achieving retirement readiness.

How Did I Get Here?

I graduated from Ferris State University in Michigan with a degree in Human Resources. For the past 25 years I have been in the financial industry working various roles. The last 13 years, I was a Relationship Manager with a national recordkeeper, where I worked with plan sponsors and advisors. I am excited to join CSi Advisory Services and have the opportunity to continue to learn and grow with the industry.

Why I Care About This Industry?

I have a passion for working with participants and helping them plan and save for retirement. The industry is always evolving and I value being able to help plan sponsors and participants navigate through these changes.

Who I Really Am . . .

My wife Michelle and I have 5 kids between us. I am a father of 3 children- Sean, Michael and Erin, and Michelle is a mother of 2 children- Lindsay and Austin. I enjoy traveling abroad, playing golf, pickle ball, cycling and volunteering at the Ken Anderson Alliance.

Pat Family Pic.jpg
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