Patrick M. Carroll

Patrick M. Carroll

Registered Representative

In 1995 his retirement planning career began with American United Life. During this time he acquired experience and expertise working primarily with Michigan Public School Employees. 

In 1998 he branched off from American United Life and started an independent firm of Williams & Carroll Financial Services, LLC. By going out on his own this allowed him the ability to offer more products to better serve his clients. 

Even during all of these changes his office remained based in Cadillac, Michigan. In 2003, Pat married Sheri Carroll and welcomed the addition of a stepson, Dominic. Sheri is also a graduate of Cadillac Area Public Schools and attended Central Michigan University. She is currently working as a Registered Dietitian in Cadillac. Pat and Sheri are active community members who believe in giving back to the community that raised them.

In 2005, Pat founded Carroll Retirement Plans & Investments and joined the broker/dealer, Centaurus Financial, Inc. in order to provide further product diversity for his clients.  Carroll Retirement Plans & Investments has grown to focus on providing the best service and support to his current clients, and new investors. His goal is to provide the Cadillac Area community with small town service and accessibility with “big city” knowledge.

Phone 231-876-0302
Fax 231-876-0848