Since receiving a Bachelor’s degree from Florida State University in 1984, Patrick has enjoyed a career in the financial services industry for 36 years. He works closely with his partners and his staff to address the multifaceted complexity of the financial and estate planning process. Patrick also has a network of attorneys and CPAs that are ready to assist clients in planning, estate, tax and other complex financial matters.

Patrick is a seasoned financial professional who has worked as an instructor of financial planning courses for retirees at both Central Florida College and Lake Sumter College. He has published many financial issue articles in the Ocala Today Magazine. In addition to his educational courses he has conducted numerous investment seminars and investment workshops in the tri-county area.

Patrick is married to Mary Olive a native of Ocala. Patrick and Mary are active members of the Central Church of Christ in Ocala. They have 4 adult children and 7 grandchildren. Patrick’s son Christopher works as a CERTIFIED FINANCIAL PLANNER™ professional in the IFP Villages branch. *Patrick is Advisor to the Board of Magnolia Art Exchange, and is a board member of Advent Health Ocala Foundation.