As a Paraplanner Patrick focuses on utilizing client data and advisor recommendations to create holistic investment plans using various planning software. These plans serve as a guide to helping clients achieve financial well-being as well as reaching other life goals.
Prior to joining Fort Pitt, Patrick worked at his previous firm assisting in the creation of client investment plans. Along with experience in the financial services industry, Patrick served six years in the Pennsylvania National Guard. His current goal is to obtain the CFP designation.
BS, Indiana University of Pennsylvania
When outside of the office Patrick enjoys spending time with family and friends, exercising, and fishing.