Patrick has a passion for helping clients achieve their retirement dreams and live with confidence and peace of mind. For the past 40+ years, he has guided many clients through their entire retirement lives. Every client’s wealth plan is designed to organize all financial and real assets into frameworks of purpose to:
• Build proven strategies and programs that can help clients navigate through the uncertainties of the future
• Create a rising income stream to help manage the long-term effects of inflation
• Plan to ease financial stress by paying off mortgages and other debt
• Engage with family members and other professional advisors, where appropriate, for better care and understanding of family dynamics and to build upon their legacies
Patrick graduated in 1984 with a bachelor’s degree in business administration from the business school at University of Texas in Austin. He is a CERTIFIED FINANCIAL PLANNER® (CFP®), a past president and former assistant district governor of the Lakeway/Lake Travis Rotary Club, a member of the Lake Travis Chamber of Commerce and a former National Association of Security Dealers (NASD) arbitration panelist. Patrick also passed the Series 6, 7, 63 and 65 exams and carries life, health and variable annuities insurance. He provides extra volunteer support to the Rotary Club’s foster child adoption event, where more than 50 children have been adopted as a result. In addition, he actively supports and donates to the Adults Independent and Motivated organization, which helps intellectually challenged adults live independently.
Patrick is an avid follower of geopolitical research, which helps him gain meaningful insights about our national, social and economic environment, and to see where this might lead us in the future. He and his wife, Sharon, love to spend time in their RV and get close to nature. In the summer, they like to get away from the Texas heat and explore the Rocky Mountains. Patrick and Sharon also enjoy hiking, dancing, culinary events, traveling and engaging with friends and family.
