Client Relationship Specialist

Patrick's Bio

Patrick has always had a calling to help others. After 15 years in special education, he wanted to explore other industries where he could make an even bigger impact in people’s lives. He joined the team at Strategic Wealth Designers, where he gets great satisfaction from providing exceptional customer service.

Patrick graduated from Bellarmine University. His background in education and banking has equipped him with communication skills and relationship-building abilities that he uses daily in his role. Patrick has seen firsthand how the retirement landscape has changed and believes it is important for people to adapt and explore different avenues. He is proud to be part of a company that helps people better understand their options.

Outside of work, Patrick and his son, Theodore, love playing basketball, pickleball and video games together. Patrick also enjoys working out, reading and volunteering for various charities.