Penn Wealth Planning
- Rode a camel in Iraq.
- Bought a house in new development where his neighbors are his childhood best friends.
- Gets a kick out of finding the best credit-card deals for clients.
Going to summer camp in eastern Pennsylvania and serving in the state's National Guard have been two of the most powerful forces in Patrick Trauger's life.
Mr. Trauger, a financial adviser with Penn Wealth Planning, developed such strong childhood friendships at camp that he is now neighbors with several of those pals. While working in the camp as he grew older, he met camper parents Frank Policare and Lisa Bodine Policare, founders of the advisory firm where he has worked since 2007 and of which he has been a partner since 2015.
His connection with the Pennsylvania Air National Guard is almost as lengthy. He enlisted at age 17, while still in high school, and still serves. As a technical sergeant, he was deployed to Iraq in 2006-07, and to Afghanistan in 2009.
Today, in addition to helping serve the retirement planning needs of the firm's many clients in the nearby pharmaceutical industry, he quietly helps struggling armed forces personnel and their families through the Active Family Readiness Group at his base.
"I try to help them privately with things like budgeting, loan consolidation, reducing interest on loans and Social Security benefits," he said. "I don't want them to feel awkward by talking about those things in public."
Whether he's working with paying or pro bono clients, Mr. Trauger said the best part of his job is "helping people with all aspects of their lives, not just the S&P."
— Evan Cooper; Photo credit: Brad Trent