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Patrick  Buchana, Certified Wealth Strategist®

Patrick Buchana, Certified Wealth Strategist®

Registered Financial Advisor

Patrick Buchana is a Financial Advisor with Burgdorf Wealth Managers with over 10 years of wealth management experience working with individuals, families, and businesses. Pat previously worked as a process engineer and client relationship manager in the food and beverage industry supporting major capital projects for Fortune 500 companies. These technical and interpersonal skills have enabled Pat to work with a diverse range of financial clients to help secure their financial future.

Pat earned a BS., Chemical Engineering from the University of Illinois in 1997, and an MBA, Financial Emphasis from Saint Louis University in 2003, summa cum laude.  In 2012, he earned his series 7 and 66 securities registrations, followed by the Certified Wealth Strategist® (CWS®) designation in 2016. Pat also earned his distinction as a SmartVestor Pro Advisor in early 2023, making him an even greater asset to Burgdorf Wealth Managers than he already was. To learn more about Pat and his SmartVestor Pro status, click here.

Pat enjoys outdoor activities and projects, working on his 1971 Plymouth Barracuda, playing the guitar, and collecting original classic rock vinyl records.  His wife Liz is a middle school agricultural science educator.  She continues to put her dreams into reality through homesteading, operating a hobby farm with Pat, and growing plants.  Together with their three sons they love cooking up scratch pizza, movie night, road trips to see concerts, and enjoying their hobby farm.

Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor program is not affiliated with Cetera Advisors LLC and is not sponsored or endorsed by Cetera Advisors LLC.