As a Financial Advisor, Patrick acts as a resource, assisting his clients in making the right financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps to protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence.

“I give you the knowledge and information you need to make informed financial decisions with confidence and serve as your advocate, working with your other trusted advisors to bring the pieces of your financial life together.” - Patrick