Patrick is the leader of our organization and he manages both the accounting and tax and the investment and insurance relationships with our clients. He strives to find sound, commonsense solutions for challenges clients face.
Patrick has over 30 years tax and accounting experience and 12 years investment and insurance experience. Patrick has an undergraduate degree in Finance from Penn State University and a MBA from the University of Houston and has been licensed as a CPA since 1984. He is committed to remaining updated on taxes, accounting practices, investments and insurance.
When he is not working, Patrick keeps busy raising his 2 high school age and 1 grade school age children with his wife, Linda. He enjoys traveling, golf and reading a good book.