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Financial Advice that Makes the Complex Simple.

Learn About Carson Private Client

 

Patrick excels in strategy planning, business exit planning, and optimizing the organization of finances. Serving as a reliable point of contact, he ensures seamless communication and a personalized approach to addressing client needs. Patrick’s leadership in risk management for the Carson Private Client team demonstrates his dedication to fostering stability and security within client portfolios.

Patrick’s journey began at Creighton University, where he completed his undergraduate studies with a focus on Financial Planning. He further honed his expertise by obtaining an MBA from the Heider College of Business, specializing in Financial Psychology. His commitment to understanding the behavioral aspects of finance led him to becoming a Certified Financial Behavior Specialist® and earning his FBS® designation.

His career with the Carson Private Client team began during his senior year of undergraduate studies, where he joined as an intern. Through dedication and determination, Patrick’s role evolved, culminating in his current position as a Wealth Planner and becoming a CERTIFIED FINANCIAL PLANNER™ professional.

Beyond his professional accomplishments, Patrick’s passions lie in his roots. Hailing from Seattle, WA, he cherishes memories of summers on Lake Washington and spirited gatherings at Washington Husky football games. An unwavering fan of both Huskies and Creighton Bluejay Basketball, Patrick’s enthusiasm for sports extends to coaching youth boys’ lacrosse, a sport he was introduced to at a young age.

Patrick’s commitment to family is evident as he maintains close ties with his parents, who still reside in Seattle, and his sister, who is pursuing Athletic Training at Marquette University. When he’s not immersed in the world of finance, Patrick can be found on the golf course, blending his love for the game with his dedication to fostering well-rounded experiences.

 

*Patrick Bevan is not registered with Cetera Advisor Networks, LLC.