Patrick joined Boulay Financial Advisors, LLC in 2014 and was named partner in 2024. As he works with his clients to form comprehensive financial plans, Patrick offers a variety of services including retirement planning, investment management, tax planning and risk management. He utilizes software tools such as WealthNAVTM and Holistiplan to illustrate financial and tax planning strategies, and partners with the many resources at Boulay to add value for client relationships. As a trusted wealth management advisor, he is passionate about simplifying the complex to help clients define and achieve their financial goals. In his free time, Patrick enjoys spending time with his family, tak