Senior Portfolio Analyst
Patrick is a CERTIFIED FINANCIAL PLANNER™ with nearly a decade of financial planning experience. He strives to assist clients with navigating the complexities of the financial world on their way to reaching retirement goals. Patrick is a University of South Florida (Go Bulls!) grad and has earned a Masters in Securities Analysis from Creighton University. Those skills are put to use as a Portfolio Analyst with CPS, ensuring client accounts are invested appropriately.
When away from work, Pat enjoys spending time with his wife Missy, son Jack (4), daughter Molly (2), and cat Maggie. Their favorite activities include golf, teaching Jack any sport he wants to learn, and keeping Molly from pulling the cat’s tail. The family loves the beach and gets there as often as possible. When the kids go to bed, you’ll find Pat and Missy relaxing with a nice glass of wine and planning their next trip (if Grandma agrees to take the kids!).