Patrick earned both his bachelor’s and master’s degrees in Accounting from the University of Florida in 2001, earning his CPA designation in 2003. He began his career in public accounting and corporate finance, including 4 years in the financial services industry.
In 2010, Pat transitioned to work directly with clients as a wealth advisor. He earned his CFP® certification in 2013 and focuses on providing practical, personalized guidance to individuals, families, and small businesses.
Born and raised in Miami, Florida, Pat has lived in Charlotte since 2001. He lives in South Charlotte with his wife, Sarah, and their two sons, Nate and Nick. Outside of work, Pat enjoys coaching youth sports, playing golf, and cooking.