Patrick is a CERTIFIED FINANCIAL PLANNERTM professional. With more than 15 years of investment and wealth planning experience, Patrick delivers broad-based wealth management services for high-net-worth individuals and families. He has experience working with the Procter & Gamble community and other Fortune 500 company executives and employees, where his knowledge of retirement plan distribution strategies, portfolio construction and stock option planning creates a tailored experience for his clients. Prior to joining Mariner Wealth Advisors, he was a vice president and private banker with J.P. Morgan’s Private Bank high-net-worth office in Cincinnati serving on the executive wealth team. In