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Modern Woodmen Fraternal Financial with Patrick O'Neil

Independent Reseller

11951 W. Janesville Rd suite A
Hales Corners , WI 53130 (view map)
Phone: (414) 235-8806 Website: https://reps.modernwoodmen.org/poneil/ Hours:

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Modern Woodmen Fraternal Financial with Patrick O'Neil

Why I Do What I Do

I'm passionate about helping my members determine their financial goals and craft a plan to reach those goals. Meanwhile, I am committed to the communities where my members and I live, working to make them even better places to be.

I serve members in…
Metropolitan Milwaukee, from West Bend and Port Washington to Franklin and Muskego -- and anywhere in between.

I can help you plan for life using a variety of tools, including…
life insurance, annuities, stocks, bonds, ETFs, mutual funds and variable annuities.

I enjoy working with…
single people just starting out on their own, young families, and those approaching and having already entered retirement.

I attended…
St. Norbert College in De Pere, Wisconsin, where I earned a Bachelor of Arts degree in political science, with a minor in economics. Following college, I was awarded a law degree by the University of Wisconsin-Madison.

Before Modern Woodmen, I…
was a trial attorney for a downtown Milwaukee law firm, defending insurance companies and their insureds against personal injury and property damage lawsuits.

I chose Modern Woodmen because…
Modern Woodmen has been a part of my family for my entire life. Shortly after my birth, my parents enrolled me in a children's life insurance policy. I was a Modern Woodmen college scholarship recipient upon my graduation from high school, and my parents were able to secure a comfortable retirement through planning with their Modern Woodmen representative.

The best part of my career is…
building lifelong relationships. As a lawyer, my relationship with a client ended when the case settled. In my Modern Woodmen career, I have the opportunity to help individuals and their families at each stage of their lives.

A favorite moment in my career was when…
I worked with a number of young people in their early 20s to secure their future insurability through life insurance and start them on the path to financial security with retirement plans. They're so happy knowing they are so far ahead of their peers, who will wait to take these vital steps toward financial responsibility.

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