Patrick R. Rudy
Senior Investment Consultant
Cascade Investment Group
Certified Financial Planner® Professional
Certified Public Accountant
Accredited Investment Fiduciary®
Patrick is a well qualified financial planning and investment management professional. Prior to joining Cascade Investment Group, Patrick worked with some of Southern Colorado’s most prestigious financial services firms. In that time, he earned his Colorado CPA license, Securities license and became a Certified Financial Planner® professional.
Patrick works with individuals and families in a comprehensive planning capacity bringing clarity, strategy and results to his clients. Specific areas of expertise include; investment research and management, retirement planning, and risk management. Patrick is passionate about educating his clients and helping them navigate the complex web of saving and investing vehicles available today.
Patrick serves his clients directly through the development, implementation, and monitoring of a comprehensive financial plan that is tailored to each individual circumstance. Patrick’s clients thank him for his emphasis on fee transparency and a straight-forward and upfront discussion of the benefits and costs associated with his services.
Patrick lives in Colorado Springs with his wonderful wife and two amazing children. Patrick volunteers his time to several local non-profit organizations as listed below. In his free time, Patrick enjoys spending time with his family, researching new technology, reading various subjects, playing ice hockey, and being outdoors.
Professional Licenses:
Professional Associations - Community:
- Associate member of the Colorado Springs Executives Association
- Treasurer, Board Member; Leonard ECA Foundation
- Early Connections Learning Centers Board Member
- Rocky Mountain Healthcare Services Board Member
- Junior Achievement volunteer
- Volunteer Counselor with the Small Business Development Center of Colorado Springs
