OUR DIFFERENCE

Our team believes that joy is a necessary component amidst the hard work and dedication we commit to each and every family. Creating a comfortable environment allows for open and honest communication which is the bedrock for any successful relationship.

PJ FOX | DIRECTOR OF INVESTMENTS

PJ grew up in Northwest Indiana and moved down to Louisville, Kentucky when he got an offer to run track at the University of Louisville. While at UofL, he first met Isaac and have been friends ever since. After a brief stint back in Indiana after college, he moved back to Louisville to start his career in Wealth Management. Throughout his career, he has overseen the building and maintaining the investment portfolios of his clients. He enjoys researching and developing investment strategies to help fulfill his clients’ goals
502.200.5213 | PJ@CraftsmanWealth.com
FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

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

Brian Clark has been the President of Patrick Capital Markets since its inception in 2009. Prior to joining Patrick; Mr. Clark served as the CFO of Duck Creek Technologies, an INC. 500 software technology company, and MegsInet, an early ISP company. Mr. Clark has also served in multiple financial management roles for a number of other companies including Charter Communications, Corecomm, CyberTel, and WilTel after spending nine years in public accounting. He is a graduate of Southeast Missouri State University where he earned a Bachelor of Science in Business Administration with a major in Accounting in 1975. He holds his CPA and Series 3, 7, 24, 28, 63, 65, 79 and 99 security licenses.
FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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