Earning his degree in Economics from Texas A&M College Station, Patrick has accumulated over a decade of experience helping advance clients and their families towards their unique financial goals. A CERTIFIED FINANCIAL PLANNERTM, Patrick works with business owners, high net worth individuals, and the emerging wealthy to provide holistic financial planning that encompasses investments, retirement planning, income planning, educational savings planning, as well as insurance & risk management. Patrick also works closely with local attorneys and tax professionals to tackle estate and tax planning needs.
Patrick and his wife Danea reside in Coppell, Texas along with their 4 great and vivacious kids – Hailey, Erik, Trevor, and Rilynn ranging from ages 13 to 3. In his downtime, he enjoys spending time with his family, going to concerts, traveling, and a multitude of outdoor activities including soccer, camping, hiking, biking, and ice hockey.