Charlotte, NC 28210
Patrick, a native of Erie Pennsylvania, graduated from PennWest – Edinboro campus with a bachelor’s degree in Business Administration and a concentration in Financial Planning. After college, Patrick decided to move to the Charlotte area where he utilized his skills as a Financial Representative with Western & Southern Life before joining the Consolidated Planning team in 2019. Patrick has passed exams for his FINRA Series 6, 7, 63, and 65 registrations, as well as insurance licenses for Life, Accident, and Health. He has also attained the CERTIFIED FINANCIAL PLANNER® (CFP®) designation along with the Chartered Financial Consultant® (ChFc®) designation to further his knowledge in the personal financial planning space.
Patrick has an entrepreneurial spirit that has led him down many paths including helping his father maintain and renovate rental properties, re-selling products via e-commerce, and his current ventures of RV and car rentals. In his spare time, Patrick enjoys cooking, traveling, outdoor activities, and spending time with his dogs, Rotor & Lily.