Patrick Johnson

Patrick Johnson, CFP®, CLU®, ChFC®

VICE PRESIDENT OF PRIVATE CLIENT SERVICES

PJohnson@srscap.com
(303) 633-5900

PATRICK JOHNSON IS A VICE PRESIDENT AT SRS CAPITAL ADVISORS AND THE FOUNDER OF WELLTHPARTNER.

Patrick and his practice group serve affluent families and individuals as both financial and wellness counsel with a unique blend of traditional wealth management and progressive health and wellness services. Patrick joined SRS 2007. Prior to joining SRS, Patrick served clients in a litany of capacities: as a traditional investment broker; as a Vice President in the Trust Department with a large super-regional bank in the capacity of a financial planner helping the bank’s high net worth clients; and, as the president of a life insurance brokerage general agency.

Patrick has served on numerous industry boards, is the past President of the Financial Planning Association of Colorado, and holds the following professional designations: Certified Financial Planner™ (CFP®), Chartered Life Underwriter® (CLU®), and Chartered Financial Consultant® (ChFC®). Patrick is also a Professional Certified Life Coach™.

Patrick is married to Jenny, his wife of over twenty-five years. Patrick and Jenny have two adult children, and they now split time between their homes in Fort Collins and Woodland Park.

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