Patrick started his financial services career in early 2019. Patrick has a passion for educating his clients and helping them design comprehensive financial strategies to achieve their various financial objectives. He follows a holistic approach to financial planning, stressing the importance of saving money, sound asset allocation and protecting cash flow.
Patrick is a Graduate of Iona College with a degree in Finance. He currently resides in New Rochelle, NY. He spends his free time traveling, playing sports, and visiting NYC’s best restaurants.