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Biography

Patrick is a Partner in the Avila Beach office. He has more than 12 years of experience helping individuals and families align their decisions with their goals and their goals with their values. His experience is in helping individuals navigate the complexity and messiness of divorce.

Prior to joining Cerity Partners, Patrick was a partner at West Coast Financial, where he built relationships with so many incredible individuals. Prior to that, Patrick worked for the Navy as a Business and Financial Manager supporting the Navy’s fleet of aircraft.

In his spare time, Patrick is passionate about aviation. He has been a pilot for more than 25 years and loves spending his time expanding the aviation community.

Education

  • B.A. in business administration from Washington State University
  • M.B.A. from Florida Institute of Technology Professional

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Divorce Financial Analyst®
  • Behavioral Financial Analyst (BFA)
  • Certified Flight Instructor (CFI)

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By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.