Patrick Scherer, CFP®, ChFC® joined Pinnacle in 2020, after several years at Citigroup as a Control Analyst, and Wilmington Trust, as a Para-planner and (later) a Financial Planner. In 2014, he earned a B.S. degree in Economics and Finance from Canisius College in Buffalo. Patrick received his CFP® in 2018 and his ChFC® in 2019 from the American College of Financial Services, and is a member of the Financial Planning Association of Maryland and the Baltimore Estate Planning Council. He enjoys playing hockey and golf in his free time, and plays on a men’s league team once per week.
Pinnacle Advisory Group — The Wealth Management Advisors
An industry leading wealth management advisor, providing comprehensive financial planning help and risk managed investing.
