With a background in the health and wellness industry, Patrick understands the importance of a holistic approach to all aspects of life— including financial planning.
Relationships are the driving force behind Patrick’s practice. He understands that every client has different goals and understanding those goals allows him to provide retirement solutions tailored to their unique circumstances. Patrick makes it a point to not only provide excellent service, but to educate his clients, without industry jargon, so they have peace of mind and confidence in their financial futures.
Whether you’re looking to build or protect your assets, Patrick’s commitment to helping clients, and always acting in your best interest is his top priority.
Patrick is a Brockport native who developed a passion for helping others while spending a large part of his youth doing community service with local non-profits. Away from the office, Patrick enjoys spending time with friends and family including regular camping trips and game nights.
Senior Client Service Associate