Patrick is our Compliance Principal here at Retirement & Wealth Strategies. He works closely with the Financial Advisors on a daily basis. Patrick has been in this industry for 5 years, prior to joining RWS he was with Charles-Schwab. Patrick holds his FINRA series 7, series 63, series 9, series 10, and Series 24 licenses.

Patrick is married and in his free time he enjoys playing golf, video games, horse back riding and training.