Patrick works as a Wealth Manager, working with individuals and families directly to build customized comprehensive financial plans. Through goals-based wealth management, he helps clients through complex planning needs such as retirement planning, investment management, tax planning, estate planning, business succession planning, risk management, and charitable planning. He is dedicated to understanding his clients so he can best address their financial needs as well as their personal and professional goals.
Patrick brings 10 years of experience as a financial advisor to his clients. He has worked as an independent advisor as well as with two of the largest investment firms in the country. Throughout his career, he has taken a holistic approach to providing in-depth financial planning for his clients.
Patrick earned his bachelor’s degree from Lafayette College and was also Captain of the basketball team there.
Patrick and his wife Katie have two daughters, Vienna and Kinsley. When he's not working, he enjoys spending time with his family, playing basketball and golfing.