As a Financial Adviser with Certior Financial Group, Patrick takes a holistic view of planning, assisting clients with creating and maintaining their wealth and wellbeing. He is dedicated to helping clients achieve confidence, clarity, and peace of mind by addressing investment, insurance, tax, and estate planning needs. Patrick believes that everyone is entitled to a comfortable and dignified retirement and makes it his mission to help individuals and families plan for their futures.

Patrick began his financial services career as registered representative with Northwestern Mutual where he worked with families and individuals to help them assess and solve their risk management needs. Following a desire to gain more investment knowledge he transitioned to the Vanguard Group where he obtained the prestigious CERTIFIED FINANCIAL PLANNER™ designation.

When not working, Patrick can be found spending time with his wife and children. Patrick seeks out volunteer opportunities to give back to the community and has worked with organizations such as the After Innocence Project, Covenant House, and various food cupboards. He also enjoys being active, competing in marathons and several athletic leagues.