Pat has had the esteemed privilege of working for some of the largest financial institutions in the world, including Merrill Lynch, where he served as a wealth management advisor, a senior vice president and later a senior resident director. Today, he partners with RBC Wealth Management to serve his clients’ financial needs. Pat has been in the financial services industry since 1993 and is a CERTIFIED FINANCIAL PLANNER® awarded by the CFP Board of Standards.
Pat collaborates closely with business owners, corporate executives, professionals and affluent families to develop and implement coordinated financial strategies. By leveraging his experience as both a CFP® and an investment professional, he assists clients in defining and achieving their financial goals while managing their risk. In addition to investment management, retirement and education planning, Pat works alongside clients’ other professional advisors to create income and estate planning strategies.
A graduate of the United States Military Academy West Point, Pat has completed airborne, air assault, and ranger schools and is a veteran of the U.S. Army. He is actively involved in the community, serving as chairman of the Greater Harford Committee and sitting on the boards of the Community Foundation of Harford County and the Greater Bel Air Community Foundation. Additionally, he is a past president of the Bel Air Rotary Club. Pat and his wife, Kristin, live in Bel Air with their three children. He enjoys golfing and boating on the Chesapeake Bay.
