With almost 10 years of experience in the industry, Pat is constantly researching and reading to assist in the construction and management of diversified portfolios for our clients.  Having a deep understanding of markets and a personalized approach to wealth management, Pat is dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. Pat’s mission is to provide every client with targeted, comprehensive financial advice and portfolio management – delivered with the highest level of personal service and professional integrity.

Pat strives to help each one of our clients plan for a financial future in a way that best meets his or her goals. 

Education/Professional Background

Graduated with High Honors from Michigan State University with a degree in Finance. Earlier in his career he worked in corporate finance at General Motors. Pat has also earned the Chartered Financial Analyst (CFA) designation. One of the highest distinctions in the investment management profession – the CFA designation is recognized as a definitive standard for measuring competence and integrity in the fields of portfolio management and investment analysis. He is an active member of the CFA Institute and CFA Society of Detroit.

Personal

Away from the office, he enjoys running, playing ice hockey (luckily never having lost a tooth . . . yet), reading historical books, and listening to podcasts and audiobooks at 1.75x speed. 

Pat and his wife live in South Lyon, MI with their son and dog.

Fun Facts

Favorite Vacation: Hiking in the Canadian Rockies 
First Job:  Windshield repairman 
Favorite Music:  Whatever his son requests 
Favorite Sporting Event Attended:  Super Bowl XL 
First Job He Wanted:  Paleontologist