
Whether guiding young professionals, growing families, or retirees, Patrick is committed to delivering financial clarity and peace of mind. His mission is to transform financial planning from an overwhelming task into an empowering journey—one that aligns with his clients’ values and aspirations.
Patrick has more than 5 years’ experience as a Wealth Manager with a particular emphasis on tax planning for high net worth families. Before starting his career, Patrick graduated from Dominican University with a Bachelor of Business Administration degree where he was a starter on the Volleyball team. He is a CERTIFIED FINANCIAL PLANNER® professional and an ENROLLED AGENT.
Patrick lives in Chicago where he enjoys spending time with family and friends exploring the city, watching and playing sports, and attending live music events.