A one-time golf professional, Patrick began his financial career with a Wall Street firm in 1998. Since joining Executive Wealth Management, Patrick has developed specialized skill offering guidance to retiring workers in the proper investment of lump sum pension plan rollovers.
Using a diversified, multiple streams of income approach, Patrick helps clients structure their portfolios with a goal of creating sustainable income for what may be a thirty-year retirement for many of today’s retirees.
Patrick’s greatest attributes are his outgoing personality, his great desire to be of service and his genuine concern for others.
Active in St. Peter’s parish, Patrick continues to play golf when he’s not at work or involved in one of his children’s activities. Patrick and his wife Tracy are the parents of seven children.