Patricia T. "Pat" Chafin Chartered Life Underwriter

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Pat joined Milestone Financial Solutions in September 2018 bringing 30+ years of experience in the financial services industry.  She is a Chartered Life Underwriter and a member of the Society of Financial Service Professionals, with Series 6 and 63 registrations with The Leaders Group.

Pat serves as Jimmy’s executive assistant with her primary focus on life insurance underwriting and policy issue and can assist with scheduling appointments with Jimmy when you call.