Pat specializes in comprehensive wealth management for families, advising trustees and beneficiaries of irrevocable trusts and advising clients on charitable giving. Emphasizing a high level of communication and concierge service, Pat works to create plans that will positively impact the course and trajectory of where a client’s finances can take them.
Beginning in the financial services industry in 2005, Pat is the recipient of the Small Business Monthly 2015 Top 100 People to Know, and currently holds the CERTIFIED FINANCIAL PLANNERTM designation from the Certified Financial Planner Board of Standards and the Certified Trust and Fiduciary Advisor (CTFA) designation from the American Bankers Association (ABA). Pat is also an inaugural member of the Philanthropic Institute for Professional Advisors (PIPA), an organization providing tools to professional advisors to increase their effectiveness in communicating with clients about charitable giving.
Pat graduated from the University of Missouri-Columbia in 2005 with a BSBA in Finance and Banking and a Minor in Mathematics. He volunteers with the CFP® Scholarship Review Panel interviewing potential scholarship candidates.
Pat and his wife, Claire, live in Brentwood, Missouri, and he is an avid golfer who will never play professional golf and a squash player trying to not get hit by the ball.
Disclosure: Pat is the recipient of the Small Business Monthly 100 People to Know does not publish a formal selection criterion. Upon information and belief, parties are nominated by readers and editorial staff selects the winners. Krilogy and its advisors did not provide any compensation or agree to purchase anything as a result of selection.