Patrick provides holistic wealth management services that address the full spectrum of his clients’ financial concerns, including investments, life insurance, family finances, retirement and estate planning.

Working closely with each client, Patrick uses sophisticated analytical tools and a wide range of investment and insurance products to develop a strategic financial plan that puts his clients’ needs first. With the plan in place, Patrick monitors its performance on an ongoing basis, and makes any adjustments as needed.

Patrick has 28 years of experience in investment services, focusing on helping local families and businesses work toward growing and preserving their wealth. He is a Chartered Life Underwriter® (CLU®). Patrick endeavors to help his clients prepare for retirement and assists them with their specific goals and objectives. He has a Bachelor of Science degree in Finance. Patrick serves his community by supporting the organization Ally G’s Everyday Angels.

Patrick’s FINRA registrations held with LPL Financial:

SERIES 7, 26, 63, 65, LIFE & HEALTH