Patrick is a Financial Planner who partners with individuals and families to craft financial plans that have relevance. His strategy of designing customized plans is the result of many years of experience serving as a Senior and Lead Planner at several highly respected national wealth management firms. That strategy is meant to simplify even the most complex situations yet produce results and efficiencies that encompass all areas of someone's financial life.
Patrick and his wife, Allie, are proud parents of five children and reside in Appleton. Their family loves spending time outdoors, hiking national and state parks while traveling the country and abroad. He enjoys anything that keeps him active and likes the challenge of multi-disciplinary sports such as triathlon and ultra-racing.
Patrick serves on several boards including his local church and the Financial Planning program of his alma mater, UW-Madison. He volunteers at the YMCA coaching his kid's sports teams and his family is actively involved with World Relief Fox Valley serving refugee families.