As a Financial Advisor, Patrick helps clients simplify the complicated in order to achieve their financial goals. His specialties include comprehensive financial planning, tax-advantaged investments, life insurance solutions, executive benefits, and retirement plan consulting to corporate and tax-exempt organizations. His team works diligently to ensure they provide optimal solutions and peace of mind to those they serve.
Patrick graduated from Towson University, class of 2016, with a BA in Economics. When he is not working, he enjoys fishing, golfing, and coaching squash.”