Through his nearly 25 years of experience as a financial advisor, Pat has focused on offering comprehensive financial planning services to high net worth clients. He specializes in income tax planning, wealth transfer and estate planning, employee benefit maximization, wealth management, insurance and retirement planning.
Pat’s experience in finance has lead him to work with many top level executives at Fortune 500 companies. He has dealt with very sophisticated clients and is familiar with the complex financial issues that accompany this clientele.
Prior to joining Personal CFO Solutions, Pat spent nearly 15 years as Vice President of Financial Counseling for a private wealth management firm wholly owned by a global investment banking and securities corporation.
During his tenure, Pat provided comprehensive financial counseling services to his high net worth clients and their families. He became experienced working with their wide range of diverse and complex financial structures.
Early in his career, Pat worked for 8 years as an Accountant at AT&T Capital Corporation.
Pat holds an undergraduate degree in Economics and a Master’s degree in Taxation from Fairleigh Dickinson University.
Outside of work Pat spends much of his free time with his wife and three daughters.