As a Private Wealth Manager, Patrick works directly with clients to build lifelong relationships based on trust and understanding so that he can help clients achieve their own definition of financial success. This includes planning for the three main stages of financial life: 1) Accumulation and growth of wealth; 2) Protecting and preserving wealth; and 3) Passing wealth to others in the most tax efficient way.
Prior to joining Creative Planning, Patrick worked for a major national financial services firm as a Wealth Manager, working with families in four states. While most of Patrick’s time at his prior firm was spent working with members, he also served as a process improvement consultant and advisor coach to other employees. During this time he created and delivered training to over 360 advisors in 3 regional offices and helped bring a more complete and holistic approach to the financial planning process.
Patrick graduated with a Bachelor of Arts degree from Charter Oak State College and a Masters of Business Administration degree from Arizona State University. During his professional career Patrick has also earned the Certified Financial Planner™ designation as well as Chartered Financial Counselor (ChFC) and Chartered Life Underwriter (CLU) designations.
Patrick is married and is lucky enough to have four wonderful boys. Together the family enjoys hiking, hunting, fishing, and other outdoor activities. Patrick and his oldest son are currently studying Krav Maga and all boys are active in multiple sports.
Patrick honorably served his country in the Army.