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Thun Financial and Reilly Financial Advisors are now Creative Planning International.

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Pat Betley

International Wealth Manager
Patrick is a Wealth Manager, working with individuals and families directly to build customized comprehensive financial plans. Through goals-based wealth management, he helps clients through complex planning needs such as retirement planning, investment management, tax planning, estate planning, business succession planning, risk management, and charitable planning. He is dedicated to understanding his clients so he can best address their financial needs as well as their personal and professional goals. Patrick brings 10 years of experience as a financial advisor to his clients. He has worked as an independent advisor as well with two of the largest investment firms in the country. Throughout his career, he has taken a holistic approach to providing in-depth financial planning for his clients. Patrick earned his bachelor's degree from Lafayette College and was also Captain of the basketball team there. Patrick and his wife Katie have two daughters – Vienna and Kinsley. When he's not working, he enjoys spending time with his family, playing basketball and golfing.

*See all Creative Planning disclosures and sources.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021

#1 Ranking

RIA Channel®’s List of Top 100 Wealth Managers (2020)*

$225 Billion

Combined assets under management & advisement as of December 31, 2021

Serving Americans abroad and cross-border families in more than 75 countries.