Our Qualifications

Patrick E. Byrne

President.  

After graduating from Miller Place High School in 1983, Pat began attending college at Suffolk Community College in Selden, NY.  At that time, he also began working full-time for EAB (European American Bank).  While at EAB, Pat moved up quickly through the ranks and became Assistant Manager of Operations and finally moved on to the Investment Services Division as Assistant Treasurer and Investment Officer.  Pat was one of only four individuals bankwide chosen to participate in the Investment Management Executive Program.  During this elite training, Pat reported directly to and received hands on training from the executives in charge of the Foreign Exchange Division, Federal Funds Trading, Municipal Securities, US Government and Collateralized Mortgage Trading, Compliance and Operations.  Pat also assisted in the establishment of the Retail Brokerage Division of LaSalle Bank in Chicago.  At the same time, he also had the responsibility for the investment training of branch personnel.  Pat eventually left EAB to open the Huntington Office of Edward D. Jones & Co.  His responsibilities there included management of the day to day operations of the branch, compliance and management of his own client base.  At that time, he also completed his studies in Financial Planning at Long Island University.  Pat went on from there to become Senior Vice President and Manager of Corporate Headquarters at Kirlin Securities, Inc. in Syosset.  Patrick is currently President of Maximus Financial Services in Commack, New York.  He has spent almost the last twenty years developing a tremendous knowledge of financial services and products such as investments, life insurance, long-term care and disability income insurance and bank products in an effort to help clients achieve their financial goals such as retirement, college funding strategies and family income and asset protection strategies.  Pat specializes in most of the financial matters that concern all of us and our families today.