Senior Lead Planner
Patrick is a Senior Lead Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over 10 years of experience in the financial services industry. Prior to joining Facet, Patrick worked as a financial advisor at two separate boutique Registered Investment Advisor (RIA) firms. During this time he found his passion for holistic financial planning after seeing how impactful it was in the lives of his clients. He believes that every individual and family should have access to sound financial advice regardless of what stage in life they are and is dedicated to educating and helping clients in all aspects of their finances from budgeting to retirement planning.
Patrick is a Philadelphia native and currently lives in Charleston, South Carolina with his wife, Teresa. He enjoys hiking, golf, exploring new cities, and spending time with family and friends.
Education: Franciscan University of Steubenville (BS)
“If you are not willing to learn, no one can help you. If you are determined to learn, no one can stop you.” – Zig Ziglar
Get to know Patrick
Teresa and I on our wedding day
Fishing at the pier in Avon, NC
At Kualoa Ranch on Oahu, Hawaii where they filmed Jurassic Park
Visiting friends in Ottawa, Canada
What's the last book you read?
Dune by Frank Herbert
What are you currently watching on Netflix?
New Girl for the hundredth time
What's the best meal you've ever had?
The cowboy ribeye at X2O in Yonkers, NY
If you could visit anywhere in the world you've never been, where would you go?
I would love to go to Japan