“Strive not to be a success, but rather to be of value.”
Specializing in portfolio management and the development of financial plans, Patrick has considerable experience resolving the wealth management issues of high-net-worth clients. He works closely with families far beyond the delivery of a comprehensive plan and holds them accountable to their goals, working as a partner in the process. As a member of the firm’s Leadership Team, he also helps formulate planning strategies and processes for the firm and its clients as a whole.
A native Southern Californian, Patrick joined JNBA in 2001 and has over 30 years of experience in the industry.
Patrick’s professional highlights include:
When he is not at work: Pat spends his time with his wife and two daughters. He is an avid golfer and greatly enjoys cross country skiing and snowshoeing.