Designations and Licenses

Patrick is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Patrick provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Patrick was a wealth advisor with Byron Financial. There, he built relationships, developed financial, tax and estate plans and managed portfolios. Before that, he worked at Vanguard as a high-net-worth advisor.

Patrick has a bachelor’s degree in finance from Virginia Tech.

Personal Interests

Away from the office, Patrick enjoys golfing and traveling with his fiancé. He is a car enthusiast and follows Virginia Tech football.