Patrick is an Associate Director in Pathstone’s Bellevue, WA office. He serves families and institutions by helping them manage their financial well-being. In addition to his role supporting clients, Patrick is a member of Pathstone’s FuturePath Committee, dedicated to providing coaching and education to clients early in their financial journey.

With eight years of experience, Patrick spent his early career supporting clients and advisors in asset management, wealth management, and financial planning.

He graduated from the University of Denver in 2014 and earned his credentials as a Certified Financial Planner™ in 2020.

Patrick lives in Seattle with his partner, Nathan, and their two dogs, Pike and Beau. In his free time, he enjoys cooking and live music. He also serves on the Board of Directors for Bridgeways, an Everett-based nonprofit, providing support services for people living with mental illness.

The Certified Financial Planner™ (CFP®) is a designation awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification. The focus areas include financial planning, taxes, insurance, estate planning, and retirement saving.