Pat brings empathy and insight to his approach to financial services. He has a keen ability to understand how clients feel about their lives and gauge what’s important to them. He can see opportunities and challenges clearly, even those far down the road. He believes these attributes set him apart as a financial advisor, allowing him to connect with clients on a deep level and apply that connection to his handling of their finances.

A veteran of the financial services industry, Pat is the holder of Chartered Retirement Planning Counselor and Certified Exit Planning Advisor® designations. He is a graduate of Northern Kentucky University with a Bachelor of Science degree in labor and industrial relations. Prior to joining Raymond James, he held advisory positions at Merrill Lynch and UBS.

On a day-to-day basis, Pat dedicates his time to advising business-owner and engineering executive clients, leveraging exit planning strategies to help them prepare for the unexpected. His goals for them include facilitating the opportunity to be exactly where and who they want to be in life, using a mix of traditional financial planning strategies as well as longevity planning. He also considers healthcare, tax, community engagement, estate and other factors to help build portfolios and strengthen long-term financial plans.

Outside the office, Pat is deeply involved in his local community. Through leadership training, baseball coaching and behavior health disorder prevention, he has helped to make an impact in the localities where he lives and works. As the chair of Prevention First, he leads community-wide efforts to protect youth from the influence of drugs and other behavioral health risk factors. He has also worked with the American Youth Foundation, the Kentucky Scholars Program, the Northern Kentucky Baseball League and Champions for Drug-Free North Kentucky. His hobbies include golfing, fly fishing, hiking, biking, cooking, exercising and loves live music.

Originally from Edgewood, Kentucky, Pat currently resides in Union with his wife, Kelly. They have two sons, Sawyer and Carter.