Patrick specializes in helping those at or near retirement create, implement, and monitor a plan to generate income and help clients to preserve their income and assets.
His goals for each client is to first make sure that each has an income plan that they are happy and comfortable with, and then make sure that other money is transitioned or gifted safely and efficiently to loved ones. Patrick can help you identify and employ strategies that take in to account passing on wealth in a lump sum or over time to your heirs.
Patrick has worked since 1987 in the areas of investment and insurance, income and estate planning. He graduated in 1987 from the University of North Texas with a BBA in Financial Planning. Patrick is an accredited Asset Management Specialist and a Chartered Retirement Planning Counselor through the College for Financial Planning. He is licensed to practice in Texas, Florida, California, Montana, Connecticut, Illinois, Louisiana, Oregon, and North Carolina.
McKinney, Texas is home for Patrick, his wife Vonda. They have three daughters Caroline, Madeleine and Meredith who have all graduated from Texas Tech University. Patrick and Vonda are members of St. Peters Episcopal Church. Their outside interests primarily involve their community, their daughters, and their rescue boxer dog, Felicity.
Patrick currently serves on the McKinney City Council in the At-Large, place 2 seat. He has served on the McKinney Economic Development Corporation board, the McKinney Zoning Board of Adjustments, the board of Grace to Grow, and has chaired the Leadership McKinney Alumni Network Committee and Volunteer McKinney.