Patrick E. McClelland

McClelland 4x51827

Having served nearly three decades in the financial services industry, most of those in the investment and financial advisory discipline, Pat has enjoyed much experience developing long term investment plans for individuals and small businesses. Coming from the banking and lending sector, Pat is accustomed to looking at the big picture in client needs by focusing on debt management, total portfolio construction, personal wealth management and ultimate investment strategies.

Pat’s industry licenses include series 6,7,24,63 & 65 securities registrations, as well as the Washington State Life, Health & Disability insurance license.

He utilizes his training and experience in the industry to customize investment plans for each client, while co-managing multiple investment models with his partners, Sandra K. Drennon & Steven V. Elliott along with the rest of the Capstone Team. They share over 100 years of experience meeting the financial needs of others, and their market perspectives remain disciplined, diverse and appropriately allocated.

Pat served nearly 10 years as investment services manager for a local bank, developing a deep understanding of market idiosyncrasies, client needs analysis and risk management. He takes a “top down” approach to the economy and financial markets, evaluating economic and political forces as they impact investment strategies. This perspective has gained him the confidence of his investors to monitor risk and to better meet their long term financial needs.

Pat is an ordained minister, is married to his wife, Valorie, of 38 years and has twin adult sons.