Patrick has over a decade of experience leading our client's financial planning needs. His passion for making a positive, measurable impact on our clients families is exhibited through his carefully constructed plans, collaborative team approach and community involvement.
Being married to a physician and from a family of small business owners, he relates well and understands the unique challenges of business owners and physicians. He believes in educating first and then identifying where our team can add value. He fosters his inner educator and regularly shares his unique experiences by presenting the "dos and don'ts of financial management" to resident physician programs in Ohio and Michigan.
Upon graduating cum laude from the University of Dayton with his M.B.A. and B.S. degrees in finance and accounting, he earned his CERTIFIED FINANCIAL PLANNER ™ (CFP®) certification and Chartered Retirement Planning Counselor (CRPC®) designation.
Patrick is active in the community as a President of the South Dayton Young Professionals, member of the Finance Committee for Preschool Promise and Board Member of the South Metro Regional Chamber of Commerce. He and his wife, Michelle, are animal lovers having rescued several animals. When he's not spending time with family and friends, you can typically find him golfing, traveling or practicing his marksmanship.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. Chartered Retirement Planning Counselor and CRPC trademarks are registered service marks of the College for Financial Planning in the United States and/or other countries.