Personal
Patrick and his wife, Kelli, live in Prosper with their daughters, Mackenzie, Mollie Claire and Madigan. He graduated from Southern Methodist University (SMU) with a BA in Finance and Management, BA in Organizational Management, and a minor in History. He was also a place kicker for SMU. He interned for US Sen. Johnston from Louisiana and was also a Senate Guide to Clarence Thomas in 1991.
Prior to joining Northwestern Mutual, Patrick was an energy trader for Sun Energy in Louisville, Kentucky.
His hobbies include hunting and playing golf with his children.
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Professional Associations
Patrick Matthews is involved with the National Association of Insurance and Financial Advisors (NAIFA).
The mission of NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.
NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.
He is a member for the Million Dollar Round Table (MDRT). MDRT is the premiere association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT.
Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.
Years of Experience
Representing Northwestern Mutual since 2002.
Education
- Southern Methodist University - Marketing/Finance (BBA)
- Southern Methodist University - Organizational Policy (BBA)
Awards and Recognition
- National Quality Award (2004, 2007-2010)
- Award recognizing persistency and performance
- National Sales Achievement Award (2009)
- Award recognizing performance
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
TeamConnor Cancer Foundation
Patrick, along with the entire Northwestern Mutual - Frisco, proudly supports the TeamConnor Cancer Foundation aimed at beating childhood cancer. With events ranging from annual golf tournaments to Christmas toy drives for children at Medical City Children's Hospital, the entire Northwestern Mutual - Frisco aims to complete TeamConnor's mission: Through effective and efficient use of resources, TeamConnor will raise awareness, support families, fund treatment programs, and help find a cure for childhood cancer.
TangoTab
Patrick, along with The Northwestern Mutual - Frisco office, proudly supports TangoTab (www.tangotab.com) which is dedicated to the fight against hunger by preparing meals for people less fortunate in our communities. Monthly, Patrick, along with his family members, friends and clients meet together in Plano, Texas to make sandwiches.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
