Office Location:
6115 Park South Drive
Suite 200
Charlotte, NC 28210
Originally from Cleveland, Ohio, Patrick earned his bachelor’s degree in business administration from Cleveland State University. Following graduation, he pursued his passion for golf, traveling the country as a professional golfer for four years before transitioning into the healthcare technology industry. There, he gained valuable experience in sales, strategic partnerships, and account management—skills that now serve him well in helping clients navigate their financial futures.
Patrick entered the financial services industry to combine his passion for personal finance with his desire to make a positive impact. Drawn to CP’s supportive and collaborative culture, he focuses on helping young professionals, athletes, and business owners—especially during major life events like starting a career, marriage, or growing a family. He is committed to always putting clients’ best interests first and ensuring they feel informed and confident in their financial decisions.
Outside of work, Patrick enjoys golf, sporting events, and cheering on the Cleveland Browns. A fun fact about him: he has played golf in 25 different states. His favorite book is Golf Is Not a Game of Perfect, which continues to inspire his approach both on the course and in life.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning, Inc. is not an affiliate or subsidiary of Guardian.