Wealth Management Advisor, Partner
With over 30 years of experience in financial services, Pat helps his clients prepare for the retirement they’ve dreamed about. As a business owner and a former partner in a CPA firm, Pat understands there are complex needs when it comes to retirement, tax and estate planning. It has been Pat’s goal to help his clients pursue their financial planning goals by assisting in identifying their objectives, quantifying their resources and educating them while offering potential strategies and continuously monitoring their progress.
Pat graduated from The University of Baltimore with a BS in Accounting. He is also an alumnus of Loyola Blakefield.
Pat is active in the Howard County and surrounding community. His activities include Emory United Methodist Church’s Finance Committee Chairperson, Board of Directors for the Construction Financial Management Association of Maryland and volunteering for Historic Ellicott City’s Fall and Spring festivals.
Pat enjoys spending time with his family and friends, golfing, exercising, cooking, sporting events and relaxing on the beach in Ocean City. He and his wife, Lynn reside in Ellicott City and have a daughter, Kelsey.