Patrick provides holistic wealth management services that address the spectrum of his clients’ financial concerns, including investment planning, life insurance, retirement and estate planning1, and family financial planning. Working closely with each client, Patrick uses sophisticated analytical tools and a wide range of investment and insurance products to develop a strategic financial plan that puts his clients’ needs first. With the plan in place, Patrick monitors the plan’s performance on an ongoing basis. Outside of work, he enjoys spending time with his wife Michelle and his sons Mason and Benjamin.
Life insurance is designed to help those that you care about the most. If you have a spouse, children, grandchildren, or aging parents who depend on you, life insurance is essential to help cover their needs. Click below to explore your life insurance needs at your own pace and get a quote. Let's work together to make sure you have the protection you need.