The way forward

Patrick is a highly experienced financial advisor with over 25 years in the industry, offering his clients the benefit of his expertise and dedication. A graduate of the University of California, Santa Barbara (UCSB), Patrick holds a degree in Economics and is a passionate supporter of the Gauchos basketball team. Combining his academic background with years of hands-on experience, Patrick specializes in constructing custom portfolios tailored to his clients' individual financial goals, risk tolerance, and investment timelines.

As a devoted family man, Patrick's passion for helping families achieve a secure financial future is evident in the long-lasting relationships he has built with his clients. He takes pride in guiding them through life's financial milestones with a personalized touch.

Outside the office, Patrick is an accomplished adventure racer, participating in hiking, cycling, and swimming events. A former Iron Man competitor, he believes the discipline and perseverance required in adventure racing translate seamlessly to the world of financial advising. Both pursuits demand clear goals, strategic planning, and adaptability to overcome challenges.

Patrick is committed to giving back to his community and serves on the board of Bishop Diego High School, where he is able to make a positive impact on the lives of young people. He also mentors recent college graduates looking to start careers in finance, sharing his knowledge and experience to help them navigate the complexities of the industry.

With his diverse skill set, enthusiasm for sports, and dedication to family, adventure racing, and community service, Patrick brings passion and commitment to his work. His clients can trust that they will receive the personalized attention and guidance they need to achieve their financial goals.