Focus: Insurance Strategies, Retirement Strategies, Retirement Income Planning, Business Owners, College Funding Strategies, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Investment Strategies, AofSLR
Patrick believes that a well-organized financial strategy can help you be a better healthcare professional and allows you the freedom to pursue your personal passions without distraction or stress.
Beginning with the end in mind, Patrick offers a client centric focus that is designed to meet the needs of the physicians, pharmacists, dentists, nurses, administrators, educators, healthcare executives and business owners that he serves.
As an advisor with an extensive background and connections to the healthcare industry, Patrick understands the nuances of life as a medical professional. His priority is to help address his client’s financial goals so they can focus on what is truly important to them. Outside of the office, Patrick is passionate about charitable endeavors and serves on the Development Board of Cardinal Glennon Hospital, the Community Advisory Board of St. Clare Hospital and has been on medical mission trips to Ghana and Haiti.
As a former college athlete, he loves all things fitness and sports. Born and raised in Boston, Patrick’s favorite sports teams are the New England Patriots and the Boston Bruins.
Patrick lives in Kirkwood with his wife, Rachel and his son, Chase.
University of Connecticut
University of Massachusetts- Boston
Coach at Crossfit Kirkwood
Development Board of Cardinal Glennon Hospital, the Community Advisory Board of St. Clare Hospital
Mission trips to Ghana and Haiti with Mission 3:18.
Check the background of this investment professional on FINRA’s BrokerCheck
16150 Main Circle Drive Suite 400
Chesterfield, MO 63017-4689