Patrick is a Wealth Advisor at Spectrum Management Group and enjoys serving clients as a coach and advocate. Prior to joining Spectrum, he spent nearly a decade working with affluent families and advisors to develop and implement philanthropic strategy.
Patrick's community involvement includes serving on the Indiana University School of Medicine's Planned Giving Committee. He previously served as a board member for the Indiana chapter of the Council for the Advancement and Support of Education (CASE). He's also volunteered for Butler University's annual service program, Bulldogs Into the Streets.
Patrick enjoys exploring the outdoors with his wife and daughter. He's also an avid Nebraska Cornhusker fan.
ADV Part 2B Supplement Disclosure
Patrick received his Bachelor of Science degree from the University of Nebraska-Omaha and his MBA from Butler University.
Patrick is a candidate for CPWA® certification and is currently enrolled in the Yale School of Management.
Investments & Wealth Institute, Member