Since earning his bachelor’s degree from Florida State University in 1984, Patrick has built a distinguished career spanning over 40 years in the financial services industry. He collaborates closely with his business partners and their dedicated team to navigate the complex economic and wealth management landscape. Patrick also maintains a robust network of attorneys and CPAs, ensuring comprehensive client support in estate planning, taxation, and other intricate financial matters.

A seasoned professional, Patrick has served as an adjunct instructor, teaching financial planning courses for retirees at both Central Florida College and Lake Sumter College. He is an accomplished author of numerous articles on economic issues and is currently writing a book on the potential threat of an American debt crisis. Patrick is also a recognized speaker throughout the tri-county area, frequently sharing his expertise on various financial topics.

Patrick is married to Mary Olive, a native of Ocala. Together, they are active members of the Central Church of Christ in Ocala. They have four adult children and seven grandchildren. His son and business partner, Christopher, is a CERTIFIED FINANCIAL PLANNER® professionally working out of both our Ocala and IFP Villages branch. Patrick has also been deeply involved in his community; he is a past President of both the Marion County and Polk County Florida Seminole Booster Clubs and has served on the boards of the Boys and Girls Clubs of Marion County and the Board of Magnolia Art Exchange. Currently, he is a board member of Advent Health Ocala Foundation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Raymond James is not affiliated with organizations mentioned. Raymond James does not provide tax or legal services.