Holistic Planner & Investment Advisor
Patrick has more than 18 years of combined tax and investment advisory experience which allows him to bring a wealth of knowledge to relationships with his clients.
With Patrick’s experience preparing tax returns in Public Accounting and as a Financial Advisor for Wells Fargo, and Bank of America/Merrill Lynch he helped his clients with unique financial and tax solutions. He helps them gain confidence about their financial future by seeking a deep understanding of their values and financial goals, then implements a comprehensive and customized tax and holistic plan.
Patrick earned his bachelor’s degree in Accounting from the University of Missouri.
Outside of work, Patrick enjoys spending time with his family, and watching his beloved Cardinals and Blues. He enjoys running and working out. In local politics, Patrick has held board positions with the Brentwood City Board of Aldermen and the Brentwood Forest Condo Association.