Associate Wealth Management Advisor
Pat focuses on developing a financial roadmap for clients to help them achieve their goals and serves a central role for the firm’s financial planning services.
Pat has worked in client facing roles within the financial services industry since 2016 and has a BA in economics from Gustavus Adolphus College in St. Peter, Minnesota.
In his free time, Pat enjoys traveling, hunting, fishing and spending time with family. He resides in Plymouth with his wife Megan.