
Patrick’s years of experience allow him to understand the importance of helping an individual navigate multiple options to make thoughtful, optimal financial decisions. As the principal of his financial planning practice, Patrick has navigated the rapidly changing financial services industry landscape, and is attentive to helping to clarify the specific objectives and interests of each client and guiding him or her in making decisions to help achieve personal financial growth. Patrick has earned a reputation for instilling a confidence in his clients by guiding them through evaluating alternatives for sound financial decisions. A Newburyport native, Patrick graduated from Norwich University with a Bachelor of Arts degree. He appreciates the outdoors, enjoys skiing and understands and embodies the importance of giving back to one’s community.