Partner, Insurance Specialist
Patrick Wilbert is a partner with Premier Planning Group, joining the PPG team in October of 2015. Patrick serves as PPG’s Associate Wealth Advisor and resident insurance specialist. He has professionally reviewed policies for the last decade primarily for estate planning attorneys acting as trustees, doctors, small business owners, and high net worth individuals. Patrick ensures clients understand the life insurance they have and what it’s projected to do in the future as well as options they have within their current policy. He also conducts a marketplace comparison to determine if policies available in the current marketplace could yield more death benefit for the same dollar taking advantage of today’s lower costs of insurance. Patrick also has an abundance of knowledge when it comes to long term care insurance options as there are many options other than just traditional long term care insurance as a sole solution.
Patrick obtained his Bachelors in Business Administration from the University of Maryland in 2003. He grew up in Silver Spring, MD but 10 years ago moved to Columbia, MD and has resided there ever since with his two children, Coleen and Paxton. In his spare time Patrick enjoys spending time with his kids outdoors and taking weekend trips to Rehoboth Beach, DE.