Certified Financial Planner
Patrick graduated Magna Cum Laude in 1995 from the University of Cincinnati with majors in Finance and Management. He has been in the financial and investment services industry since 2001 and has earned the Certified Financial Planner (CFP®) designation. In addition, Patrick earned the Chartered Financial Analyst (CFA) designation in 2014.
Prior to joining Wealth Planning Corporation, Patrick worked for a local firm providing financial planning and investment advice to clients.
Personally, Patrick is married and greatly enjoys the outdoors, running, and biking. He has successfully completed numerous marathons and triathlons.