Pat launched his career in financial services in 2004 and through his association with LPL Financial, he focuses on a holistic approach to financial planning.
As a Chartered Retirement Planning Counselor, Pat’s clients benefit from his experience in the area of retirement and portfolio management.
Pat specializes in assisting families with retirement and estate planning matters, as well as, college funding and insurance planning.
His education includes a degree in Theology from Midwest Bible College.
Living in The Woodlands with his family since 1999, Pat is involved with the community and is active in the Woodlands Christian Business Network.
Series 7 General Securities Registered Representative
Series 66 Uniform Securities Agent / Uniform Investment Advisor Law