Patrick serves as a Private Wealth Manager and a partner in Creative Planning. Patrick works directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Patrick brings to his clients more than 8 years of experience in the wealth management industry. Prior to joining Creative Planning, he worked for a Registered Investment Advisory firm as a Portfolio Manager where he was responsible for having robust knowledge of his clients’ circumstances and providing them with comprehensive wealth management.
Patrick earned a Bachelor of Science degree in Business Administration from Beloit College. Patrick is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Patrick enjoys hiking, traveling, and any activity that involves spending time with friends and family.
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