Patrick J. Early, CPA, CFP, President

Profile

A lifelong resident of Indianapolis, Pat Early joined Whipple & Company in 1979 and became president in 1989. Upon Whipple’s merger with The Somerset Group, he was named president of Somerset, a full service accounting, tax, consulting and wealth management firm with over 100 employees. In addition to being a CPA, he also has the Certified Financial Planner and Personal Financial Specialist designations. Pat works with owners of privately-held businesses regarding tax, estate planning, financial planning, investment management and trust issues. He has also successfully negotiated many business sales and purchases.
 

PatEarlyEducation

Graduating from Purdue University with a B.S. in management, he has also been the recipient of the Purdue School of Management Accounting Alumnus of the Year award.

Memberships/Community Involvement/Awards

  • Board member of Bishop Chatard
  • Board member of Boy Scouts
  • Board member of the Catholic Youth Organization
  • Board member of The Hundred Club of Indianapolis
  • Board member for the Indianapolis Convention and Visitors Association
  • Board member of the NCAA Local Organizing Committee
  • DNR Commission
  • Chairman, DNR Advisory Council
  • Member of the Young President’s Organization
  • Member of the Indiana CPA Society
  • Member of the American Institute of Certified Public Accountants
  • Past-president of the Capital Improvement Board of Marion County (highlights include making Victory Field and the Bankers Life (fka Conseco) Fieldhouse realities for the City of Indianapolis)
  • Past-president of Girls, Inc.
  • Past-president of the Penrod Society
  • Past-president of the Wishard Hospital Foundation
  • Recipient of the Council of the Sagamores of the Wabash award for outstanding leadership
  • Recipient of the Indiana CPA Society award for public service
  • Recipient of the Charles L. Whistler Award for visionary and enthusiastic leadership in serving the community
  • Named a Five Star Wealth Manager in Business Planning as published by the Indianapolis Monthly in 2011 and 2009
  • Recognized as an Estate Planning & Trust Super CPA by the Indiana CPA Society in 2008

Contact Information

Telephone: 317-472-2198
Fax: 317-208-1128
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it.
Download vCard: icon_vcard