Designations and Licenses

He is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Pat develops comprehensive wealth plans designed to help clients achieve their long-term financial objectives. Prior to joining Mariner, he was a principal at Moneta Group. He also spent more than two decades as an advisor and branch manager at A.G. Edwards & Sons, Inc. Before he began his financial services career, Pat played professional soccer in Denver and St. Louis.

He has a bachelor’s degree from Quincy College and an MBA from Saint Louis University.

Accolades

Patrick was named to the Forbes’ Best-In-State Wealth Advisors list, ranking #7 in Missouri – St. Louis in 2024 and #8 in 2023 and 2022.

Personal Interests

While at Quincy College, Pat played soccer and was recognized as a four-time National Association of Intercollegiate Athletics (NAIA) Champion. He is also a member of the Quincy Hall of Fame and was inducted into the Saint Louis Soccer Hall of Fame in 2016.

Pat’s Office

Best-In-State: Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2022 and 2023 were published in April 2022, 2023 and 2024 and were based on June 30^th data, including 1- and 5-year periods. The ranking is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews.

Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. The rankings are not indicative of future performance, and there is no guarantee of future success. For additional information, visit www.forbes.com.