At ClearPath Advisors, Patrick is the co-founder and lead planner. With 30 years of experience in the industry, Patrick ensures his clients have the right tools needed financially.
Before ClearPath, Patrick was a Senior Vice President at one of the largest Independent financial planning firms on the East Coast. He joined this company in 1993, and mentored Advisors from New York down to Florida. After the birth of his daughter Hannah in 1999, he decided to take that experience and focus solely on building his own practice. Patrick realized he didn't want to miss seeing his children grow, therefore found himself no longer wanting to commit to traveling. This goal brought Patrick back to his roots in Hudson Valley, NY where he grew up; apple country and rolling hills.
Patrick's goal is to bring financial clarity and guidance to individuals and their families. He looks forward to helping clients take the journey towards financial independence. Patrick likes to believe his client relationships flourish by the work they do together.
Growing up near the Catskills Mountains, Patrick found himself exploring the streams and rivers with a fly-rod in hand. That has now expanded to the Adirondack Park where he can continue to explore the waterways and look for new places to fish, and hike. Patrick also likes to find new interests in cooking and explores the possibility of taking cooking classes to brush up on his skills. With his Italian heritage, he has fond memories of his grandmother cooking in her kitchen. He is inspired to recreate some of the old family favorite dishes he and his family enjoyed many years ago.
Education
Certified Financial Planner CFP ® ; College for Financial Planning
Chartered Financial Consultant ChFC ® ; The American College of Financial Services.
Member of the Financial Planning Association