Patrick joined Professional Planning Group as a Financial Advisor in 2019. He works directly with clients to provide comprehensive wealth management services and retirement planning strategies based upon their individual goals and objectives. Patrick is a member of the Investment Committee.
Experience
Prior to joining Professional Planning Group, Patrick spent four years working as a Financial Advisor at Pioneer Financial Group in Warwick, RI specializing in comprehensive financial planning. Previously, Patrick was a Junior Financial Intern at Professional Planning Group, and spent time with the Cash Coalition of Southeastern NH in Volunteer Income Tax Assistance. He also spent time studying at Corvinus University in Budapest, Hungary.
Education
Patrick earned a Bachelor of Science in Business Administration from the Peter T. Paul College of Business and Economics at the University of New Hampshire in 2014, with a dual concentration in Finance and Accounting. Patrick holds the Series 7 and 66 licenses, as well as the Rhode Island Life, Accident, and Health Insurance Producer’s license.
Community
Active in the community, Patrick serves on the Board and is a member of the Finance Committee for the Westerly Education Endowment Fund, an organization whose mission is to enrich and enhance the educational opportunities of Westerly Public School students.
Family
Patrick lives in Wakefield, RI with his wife Lindsey and their golden retriever Charlie.
Hobbies
In his free time, he enjoys golfing, sailing, spending time with friends and family, and rooting for our New England sports teams.
