Certified Financial Planner™
Accredited Asset Management Specialist℠
Patrick is a CERTIFIED FINANCIAL PLANNER™ professional specializing in comprehensive wealth planning. He holds the fiduciary standard high, always placing his client’s best interests above all to help them reach their financial goals and protect their wealth.
Before joining Pure, Patrick gained a well-rounded financial services experience, he started as an associate consultant through an investment advisor representative. Starting in the industry in 2011, he is well-versed in retirement planning, tax planning, estate planning, investment management, and risk management.
Patrick graduated from Central Michigan University with a bachelor’s degree in Entrepreneurship and holds a Certificate in Personal Financial Planning from the University of California Irvine. Additionally, he holds the ACCREDITED ASSET MANAGEMENT SPECIALIST designation (AAMS®). Before working with a fee-only financial advisory firm, Patrick also held the General Securities registration (Series 7), the Uniform Combined State Law registration (Series 66), and the Uniform Securities Agent State Law registration (Series 63).
Patrick enjoys family time, philanthropy, and relaxation. When not in the office, he is on the basketball court, playing, coaching, and officiating.