For Patrick, the best part of working with clients on a long-term plan is getting to know them, their children, their hopes and their dreams. Over the years, those relationships become very close and clients start to feel more like family. Guiding those families in designing a plan to pursue their goals – and getting to witness the outcomes of that planning – is the most rewarding aspect of Patrick’s work.
As a private wealth advisor, Patrick helps families and individuals plan for their ideal future using a variety of wealth strategies. He works closely with clients to determine their specific needs for investment management, retirement planning, cash flow and budgeting, risk management, and planning for college savings and charitable giving. Knowing it can be challenging to tune out the “noise” from financial media, Patrick helps clients keep a long-term perspective by providing education and regular, open communication.
Patrick is a CERTIFIED FINANCIAL PLANNER™ professional, having completed extensive training and experience requirements to earn the designation. He has worked in the financial services industry since 1987 at a variety of firms, including Merrill Lynch and Morgan Stanley, before deciding to join Cornerstone Wealth Management (CWM) in 2015. As an independent advisor, Patrick is no longer pressured to sell products and now enjoys the freedom of choosing the tools that best fit the needs of his clients to help them pursue financial independence.