Patrick has worked in the financial industry since 2005.  He is a lifelong Wisconsin resident and graduate of the University of Wisconsin.

Patrick is an avid sports fan and enjoys both watching and playing sports. He also enjoys coffee, reading, and many things outdoors:  very amateur photography, camping, hiking, kayaking, and relaxing on the beach.  Patrick lives in Sun Prairie with his dog, Tucker.

Licenses

• Securities
  Licensed in 2011 – Registered Representative with Harbour Investments, Inc., Madison, WI
  Securities Licensed in the following states:  WI, ID, IN, MD, MI, MO, NJ, OH, TX
  Series 7
• Advisory
  Investment Adviser Representative with Wisconsin Wealth Advisors, LLC
  Investment Adviser Representative with Harbour Investments, Inc., Madison, WI
  Series 63 and 65
• Insurance
  Independent Agent offering coverage from several companies
  Life and Health Insurance licensed in WI and CA
• Professional Designations
  CFP®:  Patrick is a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® designation is one of the financial industry’s most recognized and respected credentials and is awarded to financial planners who meet rigorous knowledge, ethical, and continuing education requirements.
  Enrolled Agent:  The EA designation allows Patrick to represent taxpayers before the Internal Revenue Service and is earned by passing a three-part comprehensive IRS test covering individual and business tax returns. Enrolled agent status is the highest credential the IRS awards.

Community Involvement

• Madison Sports & Social Club
  President