With more than 30 years of experience, Patrick helps navigate the many wealth management issues of high-net-worth clients. As a Senior Advisor, he works with individuals and families to create custom financial life plans to help them achieve their short- and long-term goals. Patrick believes in the importance of holding clients accountable to their goals by going beyond the delivery of a comprehensive plan to serve as a true partner throughout the financial planning process. As a member of the JNBA Leadership Team, Patrick also helps formulate firm-wide planning strategies and processes.
“Advocacy means constantly striving to add value for clients in every way possible. This includes challenging my team and myself to go deeper with clients and questioning things that don’t seem right so that nothing gets overlooked. Ultimately, an advocate holds clients accountable to act on advice that is in their best interest.”
Prior to joining JNBA in 2001, Patrick advised clients and held several management positions in his home state of California. He graduated from the University of California, Los Angeles (UCLA),is a Certified Financial PlannerTM (CFP) professional, as well as a member of both the International Board of Financial Planners and the Financial Planning Association. He has been recognized multiple times as a Five Star Wealth Manager.
When not at work, Patrick enjoys traveling and spending time with his wife and two daughters. He is an avid golfer and enjoys cross-country skiing and snowshoeing.