Experience and Education
Patrick provides comprehensive financial advisory services to help individuals and their families achieve their long-term goals.
Prior to joining Mariner Wealth Advisors, he worked as a wholesaler for multiple firms over an eight-year period. In this role, he consulted with Wirehouse, independent and RIA financial advisors across the country. He has significant experience with emerging market mutual funds, ETFs, SMAs and REITs. Prior to that, he spent five years with Fidelity Investments as a financial consultant. Patrick worked with individuals and families providing financial planning services and investment guidance.
Patrick has a bachelor’s degree in business with a concentration in finance from Franklin & Marshall College where he was a member of the varsity basketball team.
Patrick’s interests include basketball, golfing, and surfing. He enjoys traveling and spending time with his wife and children.