Senior Lead Planner
Patrick is a Senior Lead Planner at Facet and a Certified Financial Planner™ (CFP®) professional with over 10 years of experience walking alongside clients on their financial journeys. He is passionate about empowering others to make informed financial decisions that will have a lasting impact.
Originally from Central Ohio, he resides there today with his family. Outside of work, you can find Patrick traveling with his wife, Julie, and their two young children, golfing in pursuit of a hole-in-one, or enjoying coffee over an inspirational book.
Education: Miami University (BS)
"You can't go back and change the beginning, but you can start where you are and change the ending." -C.S. Lewis
Get to know Patrick
Family on the beach
Julie and I at our first wedding in 18 months
Someone’s first day of pre-school
If you could visit anywhere in the world you've never been, where would you go?
South Africa – I’d love to take my family on a safari while we’re there.
What are you currently watching on Netflix?
It used to be re-runs of The Office but now it’s re-runs of Seinfeld.
What's the last book you read?
It may be cliché, but ‘The Psychology of Money’.
Where's your favorite place in the world?
It would be the Amalfi Coast