Pat has joined our team in 2022. We have known and worked with Pat for 22 years as a fellow financial advisor, and as a manager for Waddell and Reed in Nevada and Northern California for the last 15 years. He has trained, coached and acted as a consultant for 100s of other financial advisors. Pat started college as a Math/Computer Science major and graduated with a degree in Business Administration. He spent several years prior to his financial advisor life as a manager in the logistics industry. He has been a CFP® professional since 2005. He has been married to his wife Sheri for 30 years and they have two adult daughters. Pat is a skier, a golfer, enjoys a nice bicycle ride and cherishes time with family and friends. Of his clients, Pat says, "What I find to be more challenging and more rewarding than just the math, is helping clients feel a sense of purpose and accomplishment with their financial matters."
LPL Financial Advisor, CFP® Professional