Patrick J. Early, CPA, CFP

President

Pat serves as the president of Somerset where he manages the operations of a full service accounting, tax, consulting and wealth management firm with over 170 employees. Pat also works with clients on a variety of matters, including business sales and purchases, dispute resolutions, estate planning and individual taxes. Pat has been with the firm his entire career.

A Certified Financial Planner and Personal Financial Specialist as well as a CPA, Pat’s honors include being named Management Accounting Alumnus of the Year by his alma mater, Purdue University.

Pat has been very involved in the community. He has served on numerous boards and commissions. For his volunteer service to the city and state, he has been awarded The Charles L. Whistler Award and has been named a “Sagamore of the Wabash.” Pat is an avid sportsman and has traveled the world in search of adventure.

EXPERTISE

  • Tax
  • Estate Planning
  • Financial Planning and Wealth Accumulation
  • Mediations
  • Business Succession
  • Mergers and Acquisitions

EDUCATION

  • BS — Management, Purdue University

PROFESSIONAL AFFILIATIONS

  • American Institute of CPAs — Member
  • Indiana CPA Society — Member

COMMUNITY AFFILIATIONS

  • Visit Indy — Board Member
  • The Hundred Club of Indianapolis — Past President and Board Member
  • Indiana Department of Natural Resources — Commissioner
  • Central Indiana Police Foundation — Board Member
  • Indianapolis Zoo — Board Member
  • Greater Indianapolis Progress Committee — Board Member
  • Capital Improvement Board of Marion County — Past President
  • The Penrod Society — Past President
  • Girls, Inc. — Past President
  • Wishard Hospital Foundation — Past President
*Pat is not affiliated with Huntleigh Securities Corporation
Phone 317.472.2198