Briskey Financial Services, LLC is a fee-based investment advisory firm. The fee-based route was chosen over the commission based path. This simply means that BFS works for you the client, opposed to the investment company who would have provided a commission. This way, no-load investment vehicles are utilized so as to remove any bias or conflicts of interest that might have existed. This more disclosed and objective approach keeps BFS in line with what is in the client’s best interest and puts the client and the Advisor on the same side of the table. The commitment to the fee-based investment approach has successfully graduated BFS to the elite among area investment advisory firms.

Financial Advisor Patrick J. Briskey is the founder and President of Briskey Financial Services, LLC. He holds an Associates Degree in Business Management from Northwest State Community College as well as a Bachelors Degree Summa Cum Laude from Franklin University in Business Administration. From 1997 to 2002, Pat gained experience at a national financial services brokerage firm as a Brokerage Services Associate, Brokerage Services Manager, as well as AVP of Recruiting. During this time, Pat earned his many investment and insurance licenses.

In 2002, Pat voluntarily left the national firm and became associated with a local financial institution as a Financial Advisor. While in this role, Pat expanded his experience by developing client-advisor relationships through sound academic financial planning. Pat also served as the Chief Compliance Officer for the firm’s Registered Investment Advisor entity.

Pat has recently been appointed to the Finance Committee at St. Michael’s Church in Hicksville, Ohio for a 3-year term running from 07/01/2010 through 06/30/2013. Pat lives in Hicksville with his wife Heidi (who is an elementary teacher as well as a Varsity Volleyball coach) and their three children.

 

Financial Advisor, Emily J. Altaffer, began her career as a financial industry professional with Briskey Financial in 2008. While in the capacity of administrative Assistant at BFS, she was responsible for back-office operations and client service work. She obtained her securities license in 2009. Emily holds an associate’s degree in Business Management/Human Resource Management from Northwest State Community College and is a graduate of Montpelier High School, Montpelier, Ohio.

She and her husband, Troy, reside in rural Montpelier, along with their three children.