Patrick is a CERTIFIED FINANCIAL PLANNER™ with over a decade of financial planning experience. His passion for capital markets, investment strategies, and retirement planning has led him to the role of Chief Investment Officer. He is honored to lead a team of skilled analysts in their pursuit of thorough and consistent investment management for all clients. Patrick is a University of South Florida (Go Bulls!) grad and has earned a Masters in Securities Analysis from Creighton University.
When away from work, Pat enjoys spending time with his wife Missy, son Jack, daughter Molly, 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!).
