Patrick E Olski, CFP®, ChFC®, CLU®, CLTC®, MBA

Wealth Management Advisor

My Team

We are always striving to meet and exceed the expectations of our clients. I hope you will feel confident contacting any member of my team with your questions, concerns or requests. They are dedicated to providing exceptional client service and will respond to your inquiry promptly.

Kathy A Boyd

Kathy A Boyd

Associate Financial Representative
Office 781-431-4723

Kathy Boyd

Office:  781- 431-4723


Kathy joined Patrick’s team in November of 2015.   She supports all post sales insurance activities including preparation and submission of applications, scheduling of medical exams, client service updates and billing inquiries.   Please note Kathy’s hours are 8 am to 1 pm, Monday to Friday.

Please contact Kathy for all service issues with in-force policies or new applications.

In her spare time enjoys reading and spending time with family including her new granddaughter. She is enjoying her career change from a software technology analyst at a large NY bank to the insurance industry.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck