Designations and Licenses

Patrick is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Patrick provides clients with personalized wealth solutions, including investment portfolio management, retirement income planning and estate planning, to help them reach their goals.

Prior to joining the firm full-time, Patrick was an intern at Mariner.

He has a bachelor’s degree in finance and an MBA from Missouri State University.

Personal Interests

In his free time, Patrick enjoys golfing, hunting, hiking, snowboarding and coaching youth lacrosse.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.