Patrick started the company after 16 years in the Financial Services industry.  His experience includes 401k, domestic/international trading,  and a variety of financial planning related services to clients. He has about 8-10 years of experience working with high net worth clients including helping them manage their own portfolios. 

 

He first obtained his CFP® designation in November 2011 followed by his MBA from BU in Finance in January 2015.  

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He is passionate about helping people.

His vision for the company is to provide planning services to anybody and provide discretionary investment management or wealth management for some clients as appropriate. 

His Bulldog Butch is four years old and loves to meet new people.  He goes on lots of short hikes, plays with a basketball, and eats a bulldog egg once a day.  Butch is an inspiration to create great client experiences.  

 

Please visit the services page to learn more about the types of services offered.