Patrick Carroll, CFP®, CExP™
Pat Carroll has personally experienced the hectic daily challenges and seemingly endless exhaustion of owning and running a business; that’s why he created the Lifestyle Protector Program™. This simple, step-by-step planning process will fit seamlessly into your already busy schedule, guiding you through the process of identifying and realizing your personal and professional goals.
Nothing gets Pat more fired up than seeing his clients succeed! He’s spent more than 35 years helping business owners like you through Obsidian Business Planning Solutions, the financial and business consulting firm he founded. He holds a Bachelor of Science from Virginia Tech and a Master of Science from the American College of Financial Services. Patrick is also a CERTIFIED FINANCIAL PLANNER™ professional, and has earned the Certified Exit Planner designation from the Business Enterprise Institute.
Todd Feldman, CFP®, CExP™
If you’ve ever lost sleep because you were worried about protecting your future and growing your business, you are not alone. Todd can’t wait to help you develop a comprehensive strategy and implement effective tactics to help you achieve your ideal future. An innate problem solver, he enjoys working with driven business owners who are ready to plan for the future they deserve.
Todd, leading Obsidian’s business development team, relishes the opportunity to help business owners reach their goals every day. He holds a Bachelor of Science in Finance from the Smeal School of Business at the Pennsylvania State University. Todd is also a CERTIFIED FINANCIAL PLANNER™ professional, and has earned the Certified Exit Planner designation from the Business Enterprise Institute.
Pam Flick, CFP®
When it comes to your most important documents, do you feel scattered? Pam Flick, Obsidian’s Senior Planner, is eager to help. Pam enjoys getting your documents organized, analyzing your data and making strategic recommendations to guide you toward your goals. To Pam, details matter; she diligently scrutinizes every aspect of your plan to ensure your long-term success. With over 20 years at Obsidian, Pam will leverage her extensive experience and unrivaled knowledge base to your advantage.
In addition to being a CERTIFIED FINANCIAL PLANNER™, she holds a bachelor’s degree in Business Administration/Marketing from Indiana University of Pennsylvania and an MBA in Finance and Investments from The George Washington University.
You will never feel like your investment mix is being retrofit into a product when you work with Sean. Instead, he will use your goals and priorities to design tailor-made recommendations for your portfolio. Once you are pleased with your ideal mix, you can rest assured knowing Sean will continuously monitor your portfolio to ensure it remains aligned with your goals.
Sean has been Obsidian’s Senior Client Service Specialist for over 20 years; his flexibility to approach your unique goals with a client-centered approach makes him a key piece of the Obsidian team. He holds degrees from University of New Haven and The George Washington University.