For Patrick, financial planning starts with understanding people—their responsibilities, their hopes, and the decisions that keep them up at night. With more than 20 years of advising experience, he focuses on bringing clarity to complex situations so clients can move forward with confidence.
Patrick guides clients across a wide spectrum of planning needs, with a particular focus on individuals and business owners navigating complex financial decisions. His work includes helping clients think through business succession, tax‑efficient wealth strategies, retirement planning, estate considerations, and risk management approaches that support long‑term goals. He stays attentive to trends that matter—such as changing tax laws, the shifting landscape of business transitions, and the increased focus on coordinated planning among advisors—so clients have guidance that is thoughtful, informed, and aligned with the decisions in front of them.
Outside the office, Patrick is dedicated to contributing to the community where he lives and raises his family. He and his wife, Caitlyn, reside in Newburyport with their two children, Collins and Griffin. He serves on the Board of Directors and Finance Committee for the Amesbury Chamber of Commerce. He has also previously served on the boards of the Newburyport Preservation Trust and The Alliance of Climate and Environmental Stewards.