Patrick S. Latimer

Patrick has been in the financial service industry since 2007. With a focus on families, retirees, and business owners, he excels at using creative, thoughtful planning to seek financial stability for each of his clients. Patrick builds comprehensive plans to fit the individual needs of the clients he serves using tools including life insurance, business planning, securities products, 401(k) plans, and health and disability insurance policies.

Patrick values his relationships with other professionals including accountants, tax and estate attorneys, property and casualty professionals and is dedicated to a practice of integrity, honesty, and trust. Fluent in Spanish, Patrick is committed to helping clients of diverse backgrounds and experience reach their financial goals.

Patrick was born and raised in Murray, Utah, and currently resides in Sandy with his wife, Kristie, and their three children. In his free time, Patrick enjoys fishing, hiking, and traveling with his family.

Licenses/Designations:

FINRA Series 6 (General Securities)
FINRA Series 63 (Securities Agent)

FINRA Series 65 (Investment Advisor Law)

Life Underwriter Training Counsel Fellow (LUTCF)

Accredited Investment Fiduciary (AIF)

Licensing held through LPL Financial

Contact 

(385) 253-4515 Office

(801) 898-2819 Cell

platimer@intermountainfp.com