About Patrick
Patrick (Pat) has the primary role of preparing for and delivering advice in client meetings. His passion for this profession comes from the opportunity to empower clients to make informed financial decisions. His clients can count on him to be a true fiduciary: providing clarity and confidence and being a catalyst to get things done. This straightforward approach, coupled with an evidence-driven investment philosophy, allows Pat to coach clients through fluctuating markets to ensure they have actionable strategies to reach their goals.
Pat was born and raised in Delhi on Cincinnati’s west side. He and his wife, Marty, and their three children now live in Newtown on Cincinnati’s east side. Along with the Bengals and Reds, he is an avid Notre Dame football and UC basketball fan. In his spare time, you can find him golfing, relaxing with friends and family, and coaching youth sports.
Education and Professional Milestones
-Miami University – bachelor’s degree in finance with a minor in marketing
-Former programs director for the Financial Planning Association (FPA) of Southwestern Ohio
-Pat obtained his certificate in financial planning at Xavier University and has held the CERTIFIED FINANCIAL PLANNER™ professional designation since 2012.
Patrick (Pat) has the primary role of preparing for and delivering advice in client meetings. His passion for this profession comes from the opportunity to empower clients to make informed financial decisions. His clients can count on him to be a true fiduciary: providing clarity and confidence and being a catalyst to get things done. This straightforward approach, coupled with an evidence-driven investment philosophy, allows Pat to coach clients through fluctuating markets to ensure they have actionable strategies to reach their goals.
Pat was born and raised in Delhi on Cincinnati’s west side. He and his wife, Marty, and their three children now live in Newtown on Cincinnati’s east side. Along with the Bengals and Reds, he is an avid Notre Dame football and UC basketball fan. In his spare time, you can find him golfing, relaxing with friends and family, and coaching youth sports.
Education and Professional Milestones
-Miami University – bachelor’s degree in finance with a minor in marketing
-Former programs director for the Financial Planning Association (FPA) of Southwestern Ohio
-Pat obtained his certificate in financial planning at Xavier University and has held the CERTIFIED FINANCIAL PLANNER™ professional designation since 2012.