About our team

Pat has been a financial advisor since 1985. He began his career with Merrill Lynch and was there for fifteen years prior to joining RBC Wealth Management in 2001. He graduated from Virginia Tech in 1983 with a Bachelor of Science degree. 

Pat has passed the Series 7, 63 and 65 exams. He also holds a license in life and disability insurance and fixed and variable annuities. In the spring of 2000, Pat completed the CIMA® (Certified Investment Management Analyst) designation that is offered only through the prestigious Wharton Business School at the University of Pennsylvania. He also obtained the Accredited Investment Fiduciary® designation with the Center for Fiduciary Studies. Pat holds the firm's internal Accredited Wealth Manager (AWM) designation, which focuses on the areas of estate and trust planning services, insurance solutions and advanced investment strategies. Pat has been recognized by Barron's Top 1,200 Advisors in the country for the eighth consecutive year. In 2020, 2021 and 2022 Pat was named a Forbes Best-In-State Wealth Advisor. He is also a Chairman's Council member, which is one of the most prestigious honors one can be bestowed at RBC Wealth Management. 

Pat lives in Manhattan Beach and has three children. He enjoys coaching basketball and is an avid Los Angeles Lakers fan. Pat is also involved with various local charities and the Manhattan Beach Education Foundation.