With over 15 years spent helping corporations and individuals as an advisor, Patrick understands the distinct challenges of todays’ retirement plan sponsors, as well as the individual needs of those planning for their retirement.
Patrick has been recognized by Raymond James as a leader in retirement plan consulting by his position on the Retirement Plan & Institutional Advisory Council (RIAC), a collective of financial advisors offering specialized experience and support for retirement plan sponsors. As an RIAC member, Patrick and his team acknowledge a fiduciary standard of care with regards to investment recommendations and monitoring of plan investments. Patrick also holds the designations of Accredited Investment Fiduciary® (AIF®) and Chartered Retirement Plans SpecialistSM (CRPS®) in addition to a BA in Finance from Boise State University and MBA from Northwest Nazarene University.
Patrick was named to the 2020 edition of the Forbes list of Best-In-State Wealth Advisors*, the list recognizes top financial advisors across the U.S. Prior to joining Raymond James, Patrick served in other institutional roles working with retirement plan sponsors and their respective participants.
Patrick and his wife enjoy working and living in the Boise area. Outside of the office, Patrick is an avid outdoorsman and enjoys mountain biking, hunting and fly fishing.
* The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.