Pat Erickson

Pat serves as Tax Planning Specialist at Orgel Wealth Management, assisting our individual and business clients by collaborating with their tax and accounting team to facilitate tax efficient planning solutions. Prior to joining Orgel Wealth Management, Pat had over 15 years of public accounting experience, most recently serving as Signing Director at a national public accounting firm.  Pat brings extensive experience in tax compliance, planning, consulting, and working with high-net-worth individuals.

Pat earned his Bachelor of Business Administration degree in comprehensive accounting from The University of Wisconsin – Eau Claire and holds a Certified Public Accountant license in the state of Wisconsin.