MEET Patrick

Patrick McKallagat, CFP^® CLU^®

Financial Advisor

pmckallagat@thinkfairway.com

Patrick McKallagat is a financial planner specializing in executive benefit plans for both for-profit and nonprofit organizations, helping attract and retain key leadership through thoughtfully designed strategies. He works closely with plan participants and management teams to develop customized solutions such as non-qualified deferred compensation plans and supplemental executive retirement plans. Patrick began his career during the Great Financial Crisis of 2008, an experience that profoundly shaped his approach to financial advice and risk management. Patrick also provides comprehensive financial guidance to families and closely held businesses, translating complex concepts into clear and practical solutions. He holds the CERTIFIED FINANCIAL PLANNER^® and CHARTERED LIFE UNDERWRITER^® designations. He and his wife Katie live in North Andover, Massachusetts with their three children, Jameson, Isla, and Grace.