Designations and Licenses

Patrick is a CERTIFIED FINANCIAL PLANNER® professional and an Accredited Investment Fiduciary®.

Experience and Education

Patrick partners with clients to define their goals and values and then designs, implements and monitors customized plans to meet their needs. In addition, he provides directional leadership to the advisors and associates in the Destin, Florida, office.

Prior to joining Mariner, Patrick was CEO and wealth manager for Arbor Wealth Management, LLC. There, he oversaw portfolio management, investment research, client retention and firm growth.

Patrick holds a bachelor’s degree in economics from the University of Florida.

Personal Interests

Patrick deeply values quality time with family and diligently commits himself to self-improvement. He also enjoys golf, tennis, yoga and running.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.