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, he knows that achieving financial independence requires more than just a plan—it requires a coach who is deeply committed to the "win." For Pat, that win is defined by your confidence in the future.
Pat upholds the fiduciary standard and acts in his clients’ best interest, 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, Pat is an avid Notre Dame football and UC basketball fan. Outside of work, you can find him 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, he knows that achieving financial independence requires more than just a plan—it requires a coach who is deeply committed to the "win." For Pat, that win is defined by your confidence in the future.
Pat upholds the fiduciary standard and acts in his clients’ best interest, 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, Pat is an avid Notre Dame football and UC basketball fan. Outside of work, you can find him 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