PJ FOX | DIRECTOR OF INVESTMENTS
A NETWORK OF SUPPORT
Craftsman Wealth is part of the Patrick Capital Markets (PCM) network of financial professionals. Through our alliance with PCM, we have access to a wide variety of tools and resources to support plan sponsors, plan participants and private investors. Patrick Capital Markets is a privately held independent broker dealer that is headquartered in St. Louis, Missouri. Patrick Capital acts as a third party marketing and sales firm which offers wholesale distribution of select investment products and services among a diverse group of investment teams and organizations. Patrick Capital Markets is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investors Protection Corporation (SIPC).
Craftsman Wealth brings in additional due diligence support through a partnership with Bulletproof Finance
BRIAN CLARK | PRESIDENT, PATRICK CAPITAL MARKETS
MATTHEW MONTEIRO | OWNER, BULLETPROOF FINANCE
14 years as finance manager at UPS, 5 years as VP of Finance at Farm Credit Mid-America, contract CFO services as owner of Bulletproof Finance since 2018.
CPA, CFA, CMA, CFM, CTP, MBA