Regardless as to what your situation is, whether it’s a simple solution or complex scenario, Pat aims for optimum outcomes. With a broad, long history in financial planning, Pat brings this experience to bear in handling any situation that may arise. Coupled with ongoing education, he remains at the forefront of learning with quality advice and strategies for his clients.
A little known fact about Pat was that he was the person that influenced Conrad’s (the Founder of Inspired Money) decision to get in to the financial planning industry and to this day remains one of the industry’s biggest advocaters and mentors.