Patrick helps clients pursue their financial goals with a calm demeanor and purposeful approach. He specializes in working with families and small businesses to help identify their goals and build and implement custom financial plans. Analytical and personable, he takes the time to explain complex topics in terms that are easy to understand.
In 2021, Patrick helped established May Wealth Advisors, an independent family practice. Before that, he served as a financial advisor at May Wealth Management Group of Wells Fargo for four years. He earned a bachelor’s degree from Utah Valley University, where he was a volunteer ski patroller. He also became certified as a firefighter before finding his calling in the financial services industry.
Serving the community is important to Patrick. For the past four years, he has been a member of the Seven Springs Rotary Club and has served as treasurer for the past two years.
Originally from Fort Campbell, Kentucky, he lives in Odessa with his wife, Taylor, and their son, Flynn. They have two dogs, three cats and two horses. In his free time, he enjoys spending time with family, golfing, working out, cycling and skiing.
Raymond James is not affiliated with the above organizations and/or charitable causes.