Patrick enjoys talking with clients about their investment portfolios and understanding what level of risk is necessary to pursue their goals. From a planning perspective, Patrick focuses on the goals of the client at every stage of life with a focus on risk and tax management. He also works with small business owners to provide advice for working “on their business” instead of “in their business.” As part of the Carroll Team at Wealth Enhancement, his responsibilities include monitoring and managing investments in client accounts and leading the local investment team. In addition, Patrick has been recognized on Forbes Best in State Next Generation Advisors (2023 and 2024). A Charlotte native, Patrick and his wife Megan live in Waxhaw and enjoy spending time outdoors with their sons Collin and Owen, and their dog Mia.

Contact Patrick at (704) 409-2593