Saint Louis, Missouri
Favorite book or movie
Wizard of OZ
Ideal dinner guest
Words to live by
When in doubt, do the next right thing
Qualities you admire in people
Honesty, integrity, transparency, intelligence (emotional)
Dream vacation spot
Any place where the ocean and sky are deep blue
Favorite sports team
St. Louis Cardinals and Green Bay Packers
Plan Consultant and Wealth Advisor
Pat McCandless joined Bukaty Companies Financial Services with more than 20 years experience and is well-known for her consultative and advisory services. Her breadth of knowledge comes from years spent working in a privately held, financial services firm in the Midwest, a retirement plan third-party administration firm, then collaborating with a well- respected full-service financial and wealth management firm on the East coast. Her personal and professional philosophy is to naturally align herself with the clients’ needs first and foremost. These qualities are exemplified in her sense of stewardship, exceptional service and highly ethical business conduct.
Over the past decade, Pat has provided a roadmap to business owners sponsoring retirement plan benefits. Her objective approach helps them to determine if their plan addresses stringent ERISA fiduciary mandates and DOL requirements. She recognizes that many business owners are simply too busy running their own companies and have neither time nor the inclination to develop the necessary knowledge or experience to properly assess or manage their retirement plan benefit.
Pat offers unbiased and conflict-free advice, all of which is based on solid research, leading edge analytics and decision making tools. She provides consulting and advisory services in the capacity of investment co-fiduciary. She provides tools and resources to assist the plan sponsor with plan oversight responsibilities.
Pat earned her bachelor’s degree in Liberal Arts and Certificate in Writing from the University of Missouri-St. Louis.
Pat is a registered representative and holds her FIRNA Series 6, 63, and 65 securities registrations. She also was awarded the prestigious designation from the Center for Fiduciary Studies™ in 2009. The AIF® or Accredited Investment Fiduciary® designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.