As a Financial Adviser with Certior Financial Group, Patrick takes a holistic view of planning, assisting clients with creating and maintaining their wealth and well being. 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 exploring the many fine restaurants and activities of Philadelphia where he makes his home with his wife, Juli. Patrick volunteers and is active with Covenant House, Philadelphia’s only all youth homeless shelter. He also enjoys being active competing in marathons and several athletic leagues.