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Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Financial Education, College Funding Strategies, Business Owners, Business Succession Planning, Estate Planning, Risk Management Strategies
Placing his clients' interest first has been the cornerstone of Pat's work, for 20 years, as a financial planner. He understands that each client has a unique set of goals and challenges, and by following a process-driven approach to financial planning, he is able to develop customized solutions to help his clients achieve their objectives. Pat enjoys helping his clients reach their goals, such as achieving a secure retirement, providing for a child's college education, or purchasing a first home.
He is supported by a team of professionals whose mission is to provide unparalleled customer service that meets customers' needs and exceeds their expectations. With integrity, knowledge and consistency, this team is committed to excellence in all that they do.
Pat joined Baystate Financial in 1998. Prior to working in the financial services industry, Pat worked in the political arena in our nation's capital. He held various positions, including at the White House and on Capitol Hill, serving his final four years in Washington, DC as press secretary and spokesperson for Congressman Steve Buyer of Indiana's Fourth Congressional District.
A native of Indiana, Pat is a 1987 graduate of North Central College, Naperville, Illinois. Pat is a CERTIFIED
FINANCIAL PLANNER™ professional from the Certified Financial Planning Board of Standards. He also holds the Chartered Financial Consultant® (ChFC) and the Chartered Life Underwriter® (CLU) designation from the American College in Bryn Mawr, Pennsylvania. He holds his Series 7 license, which enables him to assist his clients with stocks, bonds, ETFs, and mutual funds. He also holds his Series 6, 63 and 65 designations. Pat is an active member of the national and local chapters of the Financial Planning Association (FPA). During his tenure at Baystate, he has qualified as a Master's Producer and has been recognized as an “Inner Circle Member” by the MetLife Securities.
Pat resides in Walpole, Massachusetts with his wife Kate, and their five children, Mary, Helen, Julie, Paddy, and Elizabeth. He serves as Chairman of his Parish Finance Committee, and is also a member of Walpole's town meeting and Town Finance Committee. Pat has also coached several youth sport teams including soccer, lacrosse and football.
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100 William Street 3rd Floor
Wellesley, MA 02481