Patrick has been helping retirees and pre-retirees plan their “second life” for more than thirty years. Being a Retirement Income Specialist, Patrick serves in a mathematical verification role to all of his clients. He specializes in retirement lifestyle planning with an emphasis on tax efficiency and lifetime income. He educates his clients with a new way to think about money, and retirement planning. This gives them confidence that their money will last as long as they do.
Furthermore, he’s also an investment advisor representative proficient in developing and implementing effective investment strategies, customizing each portfolio to the individuals he works with and their goals. Patrick also has an extensive estate planning background, and incorporates those strategies by working closely with a professional advisory network of experienced CPA's and attorneys.
On a personal note, Patrick is a founding member of the Collegenomics Funding Council. Patrick has four children, Alissa, Caitlin, Justin, and Ian who have graduated from Duquesne University, University of Pittsburgh, and Ohio University respectively.