After losing his father at a young age, it was a financial advisor who was able to alleviate unnecessary stress by helping Pat’s family to manage their wealth wisely, before and after his father’s death. When choosing a career to pursue, Pat knew he wanted to provide families and individuals with the same financial confidence and relief that his family had so benefited from.

Since 1996, Pat has partnered with his clients to develop fully integrated wealth management plans. He prides himself on offering personalized service, and takes care to develop long-lasting relationships with his clients through hard work and thoughtful advice that addresses their current needs, while anticipating those yet to come.

Pat has a wealth of industry knowledge, holding the Chartered Retirement Planning Counselor certification from the College for Financial Planning, as well as Series 6, 7, 26, 63 and 65 licenses. He is also licensed in life, health, annuity and long-term care insurances, and earned a bachelor’s degree in industrial and labor relations from Northern Kentucky University.

Pat has stayed active in his community and coached his sons’ little league teams for 10 years. He gives back to various charities, and served as a chair member for Champions for a Drug Free NKY. He has also taught at the international leadership conference for the American Youth Foundation, and trains and organizes business partners for the Kentucky Scholars program for Kenton County Schools.

When he’s not in the office, Pat enjoys golfing, fishing and playing basketball. He is a Northern Kentucky native, and lives with his wife, Kelly, and their sons, Sawyer and Carter.