Pat has worked as a financial advisor since the year 2014. He originally began as a research assistant where he helped the practice’s advisors with economic and market research to assist in the development and building of portfolios. Currently he assists with research, handles portfolio trading and rebalancing processing clients required minimum distributions, tax loss selling and meeting with clients. Pat graduated from The College of William and Mary with a Bachelor of Arts in Economics. Pat currently holds his Series 7 and 66 securities licenses as well as his life and health insurance license. Prior to joining the practice Pat was the director of a non-profit organization where his main responsibilities included the development and implementation of the finances of the organization. In his free time Pat enjoys traveling and spending time with his wife, Amy who is a middle school guidance counselor and their 3 children Lucas, Finley and Emery.
Phone Ext: 508