About
Pat
Pat approaches wealth advisory with a simple philosophy: he competes aggressively to succeed for his clients. After nearly 20 years in the industry, Patrick knows that achieving financial independence requires more than just a plan—it requires a coach who is deeply committed to the "win." For Patrick, that win is defined by your confidence in the future.
Pat acts in the interest of the families he serves, blending a rigorous scientific approach to investing with a deep personal connection. He seeks to work with individuals who value transparency and want a dedicated advocate to help them navigate the complexities of wealth and taxes.
Pat lives with his wife, Marty, and their three children in Newtown on Cincinnati’s east side. Along with the Bengals and Reds, Patrick is an avid Notre Dame football and UC basketball fan. Outside of work, you can find Patrick golfing, relaxing with friends and family, and coaching youth sports.
Education and Professional Milestones
-Miami University (Ohio) - bachelor’s degree in finance with a minor in marketing
Pat approaches wealth advisory with a simple philosophy: he competes aggressively to succeed for his clients. After nearly 20 years in the industry, Patrick knows that achieving financial independence requires more than just a plan—it requires a coach who is deeply committed to the "win." For Patrick, that win is defined by your confidence in the future.
Pat acts in the interest of the families he serves, blending a rigorous scientific approach to investing with a deep personal connection. He seeks to work with individuals who value transparency and want a dedicated advocate to help them navigate the complexities of wealth and taxes.
Pat lives with his wife, Marty, and their three children in Newtown on Cincinnati’s east side. Along with the Bengals and Reds, Patrick is an avid Notre Dame football and UC basketball fan. Outside of work, you can find Patrick golfing, relaxing with friends and family, and coaching youth sports.
Education and Professional Milestones
-Miami University (Ohio) - bachelor’s degree in finance with a minor in marketing