No financial decision is isolated. What is done to achieve one objective may adversely affect another-and when you are working with an estate plan, investment plan, insurance decision, or tax strategy. All decisions are linked.
As a CERTIFIED FINANCIAL PLANNER® professional, Pat is dedicated to character, integrity, and professionalism and has the experience and knowledge to help you realize your financial goals. Starting with an understanding of your financial situation and needs, he will develop strategies and recommendations that work to help you achieve your unique objectives.
Pat was appointed as senior vice president-investments at a predecessor firm of Wells Fargo Advisors in 2002 and has been helping clients pursue their financial goals since 1990. His areas of specialization include retirement planning and estate planning strategies. He holds FINRA Series 6, 7, 24, 63, and 65 securities registrations and applicable insurance licenses.
Away from work, Pat is very active in the volunteer community. He is president emeritus of Upstate N.Y. American Heart Association and a former Volunteer of the Year, and was a board member for 15 years.