Patrick has over 15 years of experience in the financial services industry, and has been recognized by Raymond James as a leader in retirement plan consulting by his position on the Retirement Plan Advisory Council (RPAC), a collective of financial advisors offering specialized experience and support for retirement plan sponsors. RPAC is represented by less than 1% of all Raymond James advisors.
As an RPAC member, Patrick and his team acknowledge a fiduciary standard of care with regards to investment recommendations and monitoring of plan investments. Patrick holds the designation of Chartered Retirement Plans Specialist (CRPS)®. Additionally, Patrick is a board member of Western Pension & Benefits Council (WP&BC) and is Series 7 & 66 Registered.
Prior to joining Raymond James Patrick served as a Consulting Group Analyst and then as Financial Advisor with the Campbell Courtright Group at Morgan Stanley, working with retirement plan sponsors and their respective participants. Patrick holds a BA in Finance from Boise State University and MBA from Northwest Nazarene University.
Patrick’s background in finance also includes serving as a Senior Financial Analyst at SUPERVALU/Albertson’s where he led finance activities including investment and project evaluations, budgeting, forecasting and managing special projects. Additionally, Patrick worked with the Idaho State Tax Commission as a Principal Tax Auditor.
Patrick and his wife enjoy working and living in the Boise area. Outside of the office, Patrick is an avid outdoorsman and enjoys boating, hiking, hunting and fly fishing. He is actively involved in the archery community, competing at the national level for many years.