Mr. Jolliffe has been in the financial services industry since 1994. He founded and served as President of two separate SEC Registered Investment Advisory firms, and served as President of a regional insurance agency offering life insurance and annuity products. Pat has served clients in myriad areas of finance, including Wealth Management & Financial Planning. Mr. Jolliffe earned his B.S.B.A. in Business Management from the University of Denver, the Accredited Investment Fiduciary designation from the Institute for the Fiduciary Standard, and the Chartered Financial Consultant designation from The American College. Pat is married and has four children and two grandchildren. He resides with his wife in Colorado.