Patrick is an Investment Advisor Representative with WealthCrest Financial Services. He enjoys the complex nature of financial planning and solving the tax, educational funding, retirement planning, and investment questions clients have with out of the box thinking and tech-savvy solutions.
Patrick is a graduate of James Madison University with a Bachelor of Business Administration in Finance. Prior to joining WealthCrest, Patrick worked at the Middleburg Bank and as a Financial Advisor Intern with WealthCrest during his last two years at JMU. Upon graduating, Patrick was hired as a Paraplanner for WealthCrest and most recently was promoted to Investment Advisor Representative after becoming active as an Advisor in January of 2021.
Outside of the office you can find Patrick rooting for the various Washington DC sports teams as he is an avid sports fan in general. You can also find Patrick enjoying the latest automobile news and trends.