My financial services practice is based on a commitment to careful listening, thoughtful analysis, sound strategies, effective implementation, ongoing monitoring and quality service. My overall goal is to give you the confidence that you have a strong strategy in place for you and those you love. Areas of focus include retirement strategies, insurance protection, investment management, education funding, and estate conservation strategies.
I also work with business owners and executives and their employees, providing benefits consulting and programs, succession strategies, risk management services, financial literacy programs and other solutions.
Underscoring everything I do is a deep commitment to providing quality service and support throughout our relationship. ~ Pat
- Patrick holds his Series 6, 7, 63, and 65 security licenses
- Obtained his Bachelor’s degree from the University of Connecticut
- Enjoys playing golf where he is a member at Mohegan Sun Country Club and spending time with family and friends
- Patrick is a current resident in Griswold, CT
I am licensed and registered to offer products and services in RI. Licenses and registrations will vary.
Domiciled in RI.