Patrick Gillis, AIF® is committed to serving the investment and financial needs of his clients by providing customized collaborative financial planning advice using a wide range of products and services. His goal is to build long-term relationships that help clients make sound investment decisions and seek the confidence that comes with financial freedom.

Patrick joined Northeast Planning Associates, Inc. in 2013, and has nearly twenty years of experience as a Financial Advisor. Throughout his career, he has specialized in individual retirement planning, wealth protection, as well as corporate retirement plan design and maintenance strategies. Patrick is an Accredited Investment Fiduciary and holds Series 7 and 66 securities registrations through LPL Financial.  He is also licensed as an insurance broker.

A graduate of the University of Maine, Patrick and his wife, Robyn, have lived in Stratham, New Hampshire for twenty-five years where they raised their three now-adult children. When not spending time with his family, he enjoys staying fit, traveling, and attempting to play golf.