Patrick works closely with small businesses to ensure they are getting the maximum benefits in terms of possible tax savings; retirement savings, and to ensure that they are providing competitive benefits for their employees.
Patrick also builds relationships with clients to design smart strategies that meet their financial and risk management needs.
Patrick’s accomplishments include:
- CERTIFIED FINANCIAL PLANNERtm professional designation program through the American College
- Chartered Retirement Plans Specialist – College of Financial Planning
- FINRA Series 7 and 66 registration
- Life and health insurance licenses
- University of Arizona – double major in Communications and History, minor in Philosophy
- Member of the US Green Building Council’s National Capital Chapter
Patrick resides in Alexandria, VA with his wife and is an avid traveler, fan of blues music, and a self-proclaimed chef.
1804 Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors, LLC or its affiliates.
California Insurance License #: 4103526
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1804 Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.