Professional
Patrick is the newest addition to our team! He handles the financial planning and investment service side of the business and ensures that all plans are accurate and delivered in a timely manner. Patrick brings a detail-oriented mindset that helps our clients easily navigate their personalized portal.
Personal
Patrick is a Raleigh local, having grown up in Cary, NC. After graduating from Sewanee: The University of the South with an economics degree, Patrick has returned to the Raleigh area to continue his learning and passion for finance. In his spare time, Patrick enjoys fishing, golfing, traveling with family, and cheering on his favorite sports team, the Carolina Hurricanes.