Patrick joined the Wealth Management Resources team in 2020 and brings a unique perspective to financial planning having been a practicing attorney with over a decade working with clients and companies in the financial services industry. His passion lies in serving clients as a fiduciary planner and advisor helping individuals and families plan for all stages of their financial lives, from saving and paying for college to planning for retirement and beyond.
He is a graduate of Colgate University, received his law degree with distinction from New York Law School, and received his Advanced Diploma in Financial Planning from New York University. He is an amateur photographer, avid surfer and ocean environmentalist supporting and volunteering with local non-profit organizations such as Save the Bay and the Surfrider Foundation. Patrick holds his Series 65 and is a CERTIFIED FINANCIAL PLANNER™ practitioner. Patrick serves our investment advisory customers as an Investment Advisor Representative.