Patrick joined the Raymond James family in August 2023 and brought with him over 20 years of experience within the financial services industry.

Patrick began his career with OneAmerica Financial Partners in Indianapolis, where he worked as an internal wholesaler. While there, he became experienced in retirement services, plan administration, group life insurance, and annuity products. He later gained experience with Allied Solutions in Carmel, Indiana, where he worked as a risk underwriter, specializing in collateral protection programs for financial institutions.

Patrick is a graduate of Ball State University, where he earned a bachelor’s degree in finance. He is a life-long Greenwood, Indiana, resident. He enjoys spending quality time with his daughter, socializing with family and friends, and is an avid reader and film buff.

Patrick is currently studying to obtain his Series 7 securities license so that he can better support and serve our clients.