About us

Patrick has had the pleasure of advising clients with their financial goals for over twenty years. Through careful listening, he genuinely strives to understand his clients’ needs and life goals. Patrick also recognizes that there are ups and downs in life and a solid financial plan should account for inadvertent pitfalls that life brings. Patrick is humble in his approach and recognizes he does not know everything. As a result, he believes it takes a solid team of experts in order to develop a comprehensive financial plan. Patrick’s focus is to first develop a solid financial plan and then follow through with regular check-ins in order to make necessary changes along the way while always having the client’s best interest foremost in his mind.

Patrick and his wife Lucy have been married for over 30 years and live in Saint Paul, MN. They have two grown children, Jane and Joe, who live in the Twin Cities. When the weather is nice, Patrick and Lucy enjoy walking their English Cream Retriever, Dylan. During the summer you will find them enjoying their family cabin north of Hayward, Wisconsin on Upper Eau Claire lake.

Patrick holds his series 7, 63, 65, 31 and 26 securities registration with LPL Financial as well as his Life, Accident and Health Insurance licenses.