My mission is to enrich the lives of my clients and their loved ones through in- depth, personal, and experienced financial guidance that is built upon trust and integrity.
Patrick has enjoyed serving as an investment advisor representative with Valley Financial Solutions since 2018 - and in the financial services industry for seven years. Patrick is a native of the Roanoke Valley - growing up near Smith Mountain Lake and graduating from Staunton River High School. He is a graduate of Roanoke College and earned a Bachelor’s Degree in Business Administration with a minor in Finance and was a 4-year Varsity Letterman in golf. His
totality of experiences are harnessed into his holistic core approach with his clientele. The core principles behind Patrick’s holistic approach are an emphasis on protection and on wealth building. The financial pitfalls of disability, death, long term healthcare, and estate taxes are areas in which he thrives. Fortified by a strong Valley team around him, Patrick independently guides clients with options around their savings, retirement objectives, charitable giving strategies, and multi-generational wealth transfer goals. He holds his Series 7, 63, 65, and Life/Health Licensures.
Patrick began his career with Wells Fargo Asset Management in Boston, first serving on the service team by fielding clients inquiries across the country regarding mutual fund accounts. Then, he transitioned into solely working with financial advisors nationwide finding proper mutual fund investments for their clients before he was ultimately promoted to Internal Wholesaler in the Florida footprint. During his time there, he and his partner were regularly regarded as one of the top teams nationwide. Patrick was ultimately chosen to be part of the Wells Fargo mentorship program in Boston. After five years in Boston, Patrick decided return home to his large extended family in the Roanoke Valley.
Patrick resides in the Roanoke Valley and enjoys playing golf, attending Virginia Tech athletic events, and anything related to Boston sports teams.