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.
Earlier in his career, he worked in corporate finance at General Motors. He graduated with High Honors from Michigan State University with a degree in Finance. He also earned the Chartered Financial Analyst (CFA) designation and is an active member of the CFA Institute and CFA Society of Detroit. 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.
Pat strives to help each one of our clients plan for a financial future in a way that best meets his or her goals. Away from the office, he also enjoys playing ice hockey, running, and reading. Pat and his wife live in South Lyon, MI with their dog, Mia. July 2022 brought the exciting addition of a little boy to their family.
*Investing involves risk including the loss of principal. Diversification and asset allocation are investment methods used to help manage risk. They do not guarantee returns or eliminate risk of loss including in a declining market.