Helping individuals align their investments with their goals is what drew Patrick to the financial services industry. He finds great fulfillment in simplifying complex financial decisions and building strategies that support long-term success—for individuals, families, and future generations. Since joining Raymond James in 2015 at the firm's headquarters, Patrick has worked closely with clients to deliver tailored investment solutions through thoughtful portfolio construction, asset allocation, and strategic planning.
Patrick's approach to client service is shaped by a diverse background. Before entering the financial industry, he gained valuable experience in both retail furniture and agricultural sales—roles that instilled a strong client-first mindset and a deep appreciation for clear communication. These early lessons continue to influence how he connects with clients and helps them navigate their financial lives with confidence.
Patrick graduated Cum Laude from the University of Florida with a Bachelor's degree in Food & Resource Economics, combining his interest in markets and business management with a strong analytical foundation.
Patrick lives in Winter Garden with his wife and best friend, Sarah, and their two children, Juliana and Benjamin. Whether they're exploring the beautiful sights that Florida has to offer or enjoying a quiet evening at home, family is at the heart of everything Patrick does. One of his favorite ways to unwind is in the kitchen—he loves to cook and especially enjoys having his kids join him as sous-chefs, turning mealtime into a fun and meaningful family tradition.