Patrick has dedicated his career to helping clients work towards their financial goals. Whether you are planning your retirement, saving for your children’s or grandchildren’s education, or looking to preserve your wealth, Patrick is eager to assist you in working towards those objectives. His mission is to help each one of his clients plan for a financial future in a way that best meets their needs.
Patrick graduated from the University of Vermont with a degree in Business Administration with a concentration in finance. In 2013, Patrick earned his CERTIFIED FINANCIAL PLANNER® practitioner designation. He then obtained the Chartered Financial Analyst® designation in August of 2014. This designation reinforced Patrick’s fundamental knowledge of investment principles, economics, quantitative methods, corporate finance, portfolio management, and wealth planning. He can apply all these principles across all areas of the investment decision-making process.
Patrick loves exploring the greater Charlottesville area. He enjoys running and has completed several marathons. Carpentry and gardening have become his passion, which is evident in the many projects he takes on at home. Patrick enjoys lacrosse, golf, and watching his kids many sports activities. Patrick helps coach his sons’ lacrosse teams and has enjoyed getting involved with the local travel lacrosse team. He & his wife, Melissa, are most proud of their three boys, Keegan, Parker, and Lucas.
CA License #4085115 Resident State VA
