Focus: Insurance Strategies, Investment Strategies
Patrick has been in the financial service industry since 2007. With a focus on families and small business owners, he excels at using creative, thoughtful planning to ensure the continued financial stability for each of his clients. Patrick builds comprehensive plans to fit the individual needs of the clients he serves using tools including life insurance, business planning, securities products, and health and disability insurance policies.
As a representative of the Member Wealth Management program, Patrick works in partnership with participating credit unions to provide comprehensive financial services to credit union members throughout the state.
Patrick values his relationships with other professionals including accountants, tax and estate attorneys, property and casualty professionals and is dedicated to a practice of integrity, honesty, and trust. Fluent in Spanish, Patrick is committed to helping diverse clients reach their financial goals. Patrick currently holds the LUTCF designation and is currently pursuing the CHFC designation, and has proven himself to be one of the top young agents at Intermountain Financial.
Patrick has a background in the legal field, with experience as a team leader in the communications industry. He is active in local civic and religious groups, and recently spent a year as the vice president of BNI, a business networking group. He was born and raised in Murray, Utah, where he currently resides with his wife, Kristie, and their daughter, Addyson. In his free time, he enjoys camping, fishing, and traveling with his family.
FINRA Series 6 (General Securities)
FINRA Series 63 (Securities Agent)
Patrick is insurance licensed in Utah.
Check the background of this investment professional on FINRA’s BrokerCheck
2901 West Blue Grass Blvd Suite 320
Lehi, UT 84043