Pat specializes in comprehensive wealth management for families, advising trustees and beneficiaries of irrevocable trusts and advising clients on charitable giving. Emphasizing a high level of communication and concierge service, Pat works to create plans that will positively impact the course and trajectory of where a client’s finances can take them. Beginning in the financial services industry in 2005, Pat is the recipient of the Small Business Monthly 2015 Top 100 People to Know, and currently holds the CERTIFIED FINANCIAL PLANNERTM designation from the Certified Financial Planner Board of Standards and the Certified Trust and Fiduciary Advisor (CTFA) designation from the American Banker