Measured Steps, Meaningful Goals
It’s not about short-term gains – it’s about long-term goals. We believe money is a tool that should help you build a life and a legacy that truly matters.
Clear Plans, No Hidden Costs
We believe a solid financial plan should come at no extra cost. We focus on services that add value to your plan, so there’s not an endless amount of fees limiting your financial future.
Distance Doesn’t Hinder Our Dedication
We believe in personal connection, whether it’s across a desk, across the country, or out in the field. We meet clients in their homes, offices, warehouses, and job sites, going the extra mile to give you the support you need.
Patrick A. Funke
CLU®, ChFC®, AIF®
Patrick is passionate about helping clients meet their financial goals. "Maybe my passion was fostered through growing up in the small town of Prescott Arizona or studying finance at Arizona State University, but I have always felt a deep desire and personal responsibility to help my clients meet their financial objectives."
Patrick is an Arizona native having been born and raised in Prescott. He graduated from Prescott High School and Arizona State University. In 1989, Patrick began his professional career with The Principal Financial Group while completing his Business Degree at ASU. Patrick worked with Principal until 1996 when he established his own firm, Capital Asset Management, Inc., specializing in personal investment management. In 1999, Patrick broadened his business to include a Retirement Plan Specialty.
Patrick's continued commitment to personal and professional growth ignited a desire to analyze, implement, and operate retirement plan solutions for privately held companies throughout the United States. Through his specialization in retirement plans, he can provide a long-term path for individuals as they invest for and transition into retirement. In 2011, Patrick founded Patrick Funke & Associates, Inc.
"Patrick Funke & Associates is the realization of a lifelong desire to have a thriving financial services firm and to be an active part of a community we love."
Patrick has been involved for many years in professional and civic organizations such as the CFA Institute and the CFA Society of Phoenix, Western Pension and Benefits Council, Scottsdale Active 20/30, Recreation Association of Madison Meadows and Simis (RAMMS), and Brophy College Preparatory. Patrick resides in Central Phoenix and enjoys spending time outdoors with family and friends including hiking, golf, and college football.
Jennifer L. Funke
Registered Sales Associate
Jennifer was born and raised in Arizona. She graduated from Prescott High School and attended Goshen College in Northern Indiana before transferring to Arizona State University. Jennifer graduated with a Bachelor’s in Education and is passionate about being a lifelong learner.
Jennifer enjoyed teaching preschool through second grade during her 12 years of employment with the Washington Elementary School District. She continued her professional growth and received her Master's in Educational Leadership from Northern Arizona University in 1999. While she chose to leave the formal classroom, she continued her role as teacher to their two young boys at the time.
In 2007, Jennifer joined Patrick Funke & Associates as a Registered Sales Associate. Jennifer's expertise in education and compliance have contributed to Patrick's development of Retirement Plan Education Meetings and processes. She enjoys educating young people about simple wealth concepts, simple economics, and strategizing for their financial futures beyond their high school and college years.
Outside of the office, Jennifer enjoys involvement in the community, travel, and creating memories with friends and family.
