He currently serves as a planning professional for existing clients and is responsible for developing relationships with new clients. In addition, he began serving as Chief Compliance Officer in 2018.
Patrick was born and raised in the Akron, OH area. He joined DFSC after graduating with a Finance Degree & Concentration in Financial Planning from the University of Akron. Patrick served in the DFSC paraplanner position for three years prior to passing the CFP® certification exam.
Patrick resides in Stow, OH with his wife Heather. They welcomed twins, Olivia & Cillian, in April 2020.
What are you passionate about?
Patrick is excited to continue growing as a CFP® professional as he helps others to achieve their financial and personal goals.
Where can we find you when not in the office?
Patrick enjoys spending time with his family and friends, cheering on his beloved Cleveland sports teams, or improving his golf game.