Patrick’s commitment to his clients stems from a strong belief in the ability of a financial advisor to establish long-term relationships that truly impact others. As a former intern at Renaissance Financial, Patrick saw clearly that the collaborative culture of the firm was an ideal fit. Though he works with a wide range of clients, he especially enjoys helping entrepreneurs, professionals, and families on their financial journeys. Retirement income planning for individuals and families is a pivotal part of Patrick’s business and is what helps him achieve success in the industry.
As a graduate of Saint Louis University, Patrick earned his bachelor’s degree in finance with a minor in business analytics. He holds his Life, Accident, and Health Agent license, as well as his FINRA Series 7 and Series 66 registrations.
Patrick was born in Omaha, Nebraska, and after he graduated from St. Louis University, he worked in the St. Louis office before returning to his hometown with his wife to join the Omaha office in 2021. Patrick is an avid golfer and caddied for ten years at the Omaha Country Club where he is now president of the caddie alumni association.