Client Advisory


Patrick is a Principal in the Louisville office, where he serves as a lead tax advisor. In this role, he works with financial planning teams to provide comprehensive tax planning and advice to clients to help them achieve their financial goals during their working career and in retirement.

Prior to joining Cerity Partners, Patrick served as a Tax and Business Advisor at ARGI Financial Group. Before ARGI, he spent 16 years working in the public accounting world, beginning as Staff Accountant and then moving into a Senior Accountant role at Louis T. Roth & Company, a large CPA firm in Louisville. Following that, he took a role as a Senior Manager with Hamilton, Thomas & Company, where he spent nine years and learned most of what he knows about tax from his mentor and friend Leon Thomas. After Hamilton, Patrick took a position helping lead the tax practice at Farris CPAs for two years.

Patrick is an avid golfer who plays the game whenever the opportunity arises. He loves University of Louisville sports and enjoys going to games, especially with his son Jack.


  • B.A. in Accounting from Transylvania University


  • Certified Public Accountant
  • Volunteer with Carole’s Kitchen, a community nonprofit working to eliminate childhood hunger within the Louisville area. Patrick assists with fundraising events as well as provides accounting and tax compliance services to the organization

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