Your life is distinctly yours – your goals, your dreams, your passions. As a financial advisor, Patrick wants to understand your vision for the future and help you live it. The cornerstone of his professional career has been his distinct attention to detail and providing dedicated service to free up his clients so they can focus on what is most important to them. Patrick works alongside Rick as a financial advisor, meeting with clients, reviewing financial plans, and managing investment portfolios. He is currently participating in the Advisor Mastery Program through Raymond James to help better serve clients and elevate his work as an advisor.
Before joining Raymond James in July of 2019, Patrick worked in the banking industry as a loan administration specialist and personal banker. He worked specifically with Commercial, Ag, and Consumer loans as well as all types of deposit accounts. This diverse background has allowed him to see and experience the various different components of the financial industry. He worked for the Bank of Doniphan in Hastings for 5 years while going to school full time.
Patrick graduated from Bellevue University with a Bachelor’s degree in business after completing his associates degree at Central Community College. He has obtained the Accredited Asset Management SpecialistSM designation, AAMS®, through the College of Financial Planning. The AAMS® program is designed to broaden the skills of an investment professional and prepare them to manage and protect clients’ assets throughout the tenure of the relationship. Patrick has also successfully passed the Series 7 & 66 securities licensing exams and acquired his insurance producer license for Life and Annuities, Sickness, Accident and Health, and Variable Contracts.
Patrick and his wife Jenna were both born and raised in the Hastings area. They, along with their dog, Nala, currently reside in Hastings. Jenna works for Giltner Public School as the K-12 Art teacher. In Patrick’s spare time he enjoys spending time with family and friends, traveling, camping, playing games, and participating in various sports including but not limited to: football, softball, basketball, sand volleyball, tennis and golf. Any time there is some sort of competitive game or activity, you can count him in.