Patrick is a Financial Planner who prides himself on rolling up his sleeves and working hard to advocate for his clients. He believes that no detail is too small, and his greatest honor is managing the burden of financial stress from his clients so they can focus their time on the fun things in life. Patrick is a graduate of The University of North Dakota where he studied business with a focus on entrepreneurship. His planning specialty is working with technology employees on navigating advanced compensation methods such as RSU’s, ESPP’s, Stock Options, and Deferred Comp.