With more than 30 years of experience, Patrick helps navigate the many wealth management issues of high-net-worth clients. As a Senior Advisor, he works with individuals and families to create custom financial life plans to help them achieve their short- and long-term goals. Patrick believes in the importance of holding clients accountable to their goals by going beyond the delivery of a comprehensive plan to serve as a true partner throughout the financial planning process. As a member of the JNBA Leadership Team, Patrick also helps formulate firm-wide planning strategies and processes. Prior to joining JNBA in 2001, Patrick advised clients and held several management positions in his ho