Patrick has over 3 decades of experience i n the financial service industry. After graduating in 1987 from the University of Florida he obtained his FINRA Series 7 license and started working in Investment Banking. This ultimately led t o opening his own Retirement Planning and Insurance Firm in Lighthouse Point, FL from 1990 to 2001.
Through strong relationships that were established Patrick was offered various corporate positions where he served as a Vice President in firms such as SunTrust Investments(now Truist), Marsh McLennan, The Hartford and for the past 12½ years at Pacific Life where h e retired from July 2024. Having a strong sense o f family and community, he decided it was time to give back t o help people realize their retirement dreams and make their lives a little better in a stress free environment. Patrick's motto is simple, "Don't do business with me because of how much you think I know, but how much you know I care".
Patrick holds a degree i n Business from UF along with a Florida Life, Health and Annuity license, Finra Series 6,24 and 65. He i s married to his college sweetheart Jackie since 1990 and has 2 beautiful daughters. You can find him regularly at the gym or on the tennis/pickleball courts. His main goal now is to stay healthy, physically and financially and travel the world.