Patrick is a founding partner of Independent Financial Partners, Inc. and a Raymond James Financial Advisor.
Since receiving a Bachelors degree from Florida State University in 1984, Patrick has enjoyed a career in the financial services industry for 33 years. He works closely with his partners and his staff to address the multifaceted complexity of the financial and estate planning process. Patrick also has a network of attorneys and CPAs that are ready to assist clients in planning, estate, tax and other complex financial matters.
Patrick is a seasoned financial professional who has worked as an instructor of financial planning courses for retirees at both Central Florida College and Lake Sumter College. He has published many financial issue articles in the Ocala Today Magazine. In addition to his educational courses he has conducted numerous investment seminars and investment workshops in the tri-county area.
Patrick is married to Mary Olive a native of Ocala. They have a son, three daughters, and 3 granddaughters. Patrick and Mary are active members of the Central Church of Christ in Ocala. Patrick is Advisor to the Board of Magnolia Art Exchange, and is a board member of The Boys and Girls Club of Ocala.
*Services mentioned are not services offered by Raymond James Financial Services, Inc.