A native of Jackson, Tennessee, Patrick received his Bachelor of Science degree from the University of Tennessee. Patrick began his career as a Financial Advisor with Raymond James, in 2009. He holds Series 7 and 66 securities licenses. Patrick also holds the Series 3commodity futures license.

Patrick was selected to become a member of the Institute of Investment Management Consulting (IIMC) at Raymond James in 2013, which is a program designed to help financial advisors drive success in their consulting practices through advanced knowledge and concepts commensurate with many high level institutional money managers. IIMC members are selected based on their demonstrated commitment to pursuing a consulting approach in managing their practice.

Patrick helps clients manage, preserve, and grow their wealth by working comprehensively to develop and manage an overall wealth management plan. His process is designed to help address creating and growing wealth during the accumulation phase, managing and preserving wealth during all phases, and planning for the distribution of wealth during life and at death in a tax advantageous way. He is committed to helping his clients achieve financial independence. Patrick works with retirees, high net worth individuals and families, foundations, and endowments. He also has a passion for working with young investors and helping them invest and grow their wealth for the long term.

Patrick has been active in the community throughout his career. He serves as a board member of the Star Center. In his free time, Patrick enjoys traveling, golf, duck hunting, and spending time with his family and friends. His favorite pastime is spending time with his wife, Randilee, and their yellow lab, Lola Belle.