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 spending time with his wife and their two children. He's also an avid Nebraska Cornhusker fan.
- Patrick received his Bachelor of Science degree from the University of Nebraska-Omaha, his Master of Arts from Ohio State University and his MBA from Butler University. He is also a graduate of Yale School of Management's Wealth Management Theory & Practice Program.
- CPWA®, Certified Private Wealth Advisor
- Investments & Wealth Institute, Member