Patrick McMahon CFP®
Managing Partner
Patrick McMahon is happily married to wife Cara, and they have three children – Karen, Connor and Ian. He and his family reside in Williamsville, New York. Patrick graduated from the State University of New York College at Buffalo in 1995 with a Bachelor of Science. He became a registered representative in 1995 forming Independent Planner LLC. with Douglas Washburn in 2001. Patrick currently holds the series 4, 7, 24, 63, 65 registrations held through LPL Financial, Life, Accident and Health insurance licenses. He obtained the Certified Financial Planning designation in 2003.