Patrick joined HB Wealth in 2014 and serves as a Senior Wealth Advisor & Shareholder, providing advice in the areas of investment management, retirement planning, risk management, income tax, and estate planning. Serving a broad array of clients with a specific focus on corporate executives, law partners, doctors, and retirees, he has substantial experience with executive compensation, concentrated stock positions, private investments, charitable planning, and income tax planning.
Prior to joining HB, Patrick worked for two independent financial planning firms developing customized financial plans, preparing income tax returns, and handling estate planning and administration issues for high-net-worth families.
He earned a bachelor’s degree in financial planning from Virginia Tech and is a CERTIFIED FINANCIAL PLANNER® professional. Patrick also earned a Master of Science in Personal Financial Planning from the College for Financial Planning and maintains the Master Planner Advanced Studies (MPAS®) designation, a graduate-level credential focused on research-based applications for current practitioners.