With a focus on retirement planning, Patrick creates personalized financial solutions to help families and individuals reach their goals. Prior to joining the Planning Alternatives team in 2014, Patrick was a Financial Consultant for Wells Fargo Advisors. He is a member of the Financial Planning Association of Michigan and supports the investment and financial planning committee at Planning Alternatives.
Patrick graduated from Central Michigan University with a Bachelor of Business Administration in personal financial planning and is a Certified Financial Planner®.
If you could be famous for 24 hours, who would you be?
What do you love about working at Planning Alternatives?
I enjoy working with such a caring team and the impactful work we do for the community. Plus, I love that we make a difference in our client’s lives and that we are on the journey with them.