Pat graduated with High Honors from Michigan State University, earning a degree in Finance. He began his career in corporate finance at General Motors before joining our team, where he has risen to the position of Partner. Pat holds the Chartered Financial Analyst® (CFA) designation, a prestigious credential that signifies excellence in investment management. He actively participates in the CFA Institute® and the CFA Society of Detroit, engaging with peers to enhance his professional knowledge and standards.

With nearly a decade of industry experience, Pat focuses on constructing and managing diversified portfolios tailored to client needs. His deep understanding of market trends, coupled with a personalized approach to wealth management, enables him to develop effective financial and investment strategies. Pat is dedicated to delivering comprehensive financial advice and portfolio management, all while maintaining the highest standards of personal service and integrity. His mission is to help clients achieve their financial goals, ensuring their plans align with their individual aspirations and risk tolerance.

In his personal life, Pat enjoys running, playing ice hockey (proudly teeth intact), and immersing himself in historical literature, podcasts, and audiobooks at 1.75x speed. He lives in South Lyon, Michigan, with his wife, son, and dog, finding balance between family life and a passion for continuous learning.

Fun Facts

Favorite Vacation: Hiking in the beautiful Canadian Rockies.
First Job:  I was a windshield repairman.
Favorite Sporting Event Attended:  Super Bowl XL hosted in Detroit in 2006.