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About

Our Company Values

  1. People Matter – We believe that each person is innately valuable and worthy of respect and honor. Let’s look at your goals. What lifestyle do you wish to live? Together we can decide how best to realize your goals. Serving you with wisdom is our aim. Let’s achieve your future plans. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
  2. Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
  3. Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant. Your program will need to be re-evaluated from time to time. Your circumstances may vary. As laws change, making adjustments are imperative. Let us partner with you in keeping your plan up to date, accurately reflecting your goals, and maintaining profitability.
  4. Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)

Patrick E Acree, CSA

President and Certified Senior Advisor, Greenwood Community Financial Services

While still in college, Pat began his professional career with Eastern Air Lines as a part-time airport sales and service agent. During his 12 years with the carrier, he rose through the ranks to a senior management-level position overseeing government and military sales. After the company ceased operations. Pat took on a couple of other management positions with local and nationwide travel companies until finally pivoting to the insurance and financial services industry in 1992.

During his 30+ years of experience as a financial professional, he has established himself as a successful advisor both inside a captive agent system and for the last 16 years as an independent financial advisor. ln recognition of his knowledge and service to his clients, Pat has earned the Certified Senior Advisor (CSA) designation from the Society of Certified Senior Advisors. His business has been a proud member of the Better Business Bureau for well over a decade. Greenwood Community Financial

Services have attained an A+ rating by the organization for no complaints and outstanding customer service.

He has been married for 40 years to his wife, Kitty. They enjoy being close to their five children and three grandsons.

Gabriel Acree, NSSA®

Insurance & Financial Specialist, Greenwood Community Financial Services

Gabriel was born and raised in Greenwood Indiana and graduated high school in 2014.  He then went to college and earned his associate degree in business administration in 2016 at Ivy Tech.  During college he worked in various retail positions and was promoted to a supervisor position at Club Demonstration Services. After graduation, he started his career in the insurance and financial service industry working for a state farm agent for about four years. In January 2022, Gabriel went into partnership with his father as an independent financial services agent. Gabriel has achieved National Social Security Advisor Certificate from the National Social Security Association LLC. The NSSA certificate promotes advanced Social Security education by giving our clients the knowledge and counsel on the best way to claim Social Security benefits in order to optimize lifetime Social Security income. This program is the gold standard in Social Security certification and training throughout the nation and makes advisors uniquely qualified to help the growing number of retirees. He is one out of only six people in the entire state to have earned this certificate.

 He enjoys living close to his family & spending time with his lifelong friends and seeing them on a consistent basis

Plan For Your Future

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.