Multi-Generational Financial Confidence.
Patrick enjoys being the point person for client interactions in our office. His eagerness to form connections with clients and his organizational skills make him an excellent Client Service Associate and an asset to our team.
A graduate of Eastern Illinois University with a degree in Accounting, Patrick brings with him a wealth of operations knowledge from his previous employer. He joined the Carson Wealth team to broaden his horizons and to seek out new opportunities.
Patrick’s eventual goal is to become a Wealth Advisor for Carson Wealth. He has plans in place to help acquire the certifications needed to gain the CFP® designation. His passion in helping others compels him to seek out the opportunity to be able to guide clients toward financial confidence.
Outside the office, Patrick enjoys spending time with family and friends. His mother and grandmother instilled in him a love of cooking, and he likes trying out new recipes and new methods of cooking – but he’s a big fan of a simple breakfast skillet.
Best Financial Advice:
“Don’t spend it all in one place” – grandparents
“Possessions make you rich? I don’t have that type of richness, my richness is life, forever” – Bob Marley; “To rank effort above the prize may be called love” – Confucius
What Motivates You:
Helping others in any way that I can, and always being there for my friends and family.
Place I Want to Visit:
Bora Bora; Fairbanks, Alaska; or Tromsø, Norway, to view the northern lights
Fourth of July