An independent advisor, Patrick has over 15 years of experience helping clients and their families advance towards their unique financial goals. A CERTIFIED FINANCIAL PLANNERTM professional, Patrick works with business owners, high-net-worth individuals, and the emerging wealthy to provide holistic financial planning that encompasses investments, retirement planning, income planning, educational savings planning, as well as insurance and risk management. Patrick also works closely with local attorneys and tax professionals to tackle estate and tax planning needs. Patrick earned his degree in Economics from Texas A&M - College Station.

On the Personal Side...


Patrick and his wife Danea reside in Coppell, Texas along with their four great and vivacious kids – Hailey, Erik, Trevor, and Rilynn ranging from ages 14 to 4. In his downtime, he enjoys spending time with his family, going to concerts, traveling, and participating in a multitude of outdoor activities including soccer, camping, hiking, biking, and ice hockey.

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