Patrick is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent with the IRS. Patrick oversees the firm’s offices in the Central region and is responsible for the strategy for and operational execution of those offices. He focuses on delivering the right client experience and developing associate talent. Patrick takes a holistic wealth planning approach as he works to understand each client’s objectives and challenges. He then creates a customized wealth management plan to help the client arrive at his or her personal financial destination. Patrick has been in the financial services industry since 2008. Prior to joining Mariner Wealth Advisors, he spent six years as a wealth