
About
Patrick has over two decades of financial experience in helping Fortune 500 clients meet their long-term retirement goals and financial objectives. He started at John Hancock as an insurance agent helping people understand the importance of long-term care insurance. Mentored by an industry veteran led him to a more holistic approach to financial planning. In 2002, he became an independent advisor with The Retirement Group, LLC, helping people invest in and plan for their futures with a focus on retirement planning. Patrick joined Wealth Enhancement Group in April 2024 and calls Sunset Hills, MO home.
Patrick credits his time as a military veteran (US Navy 1990-93) with the foundation for allowing him the focus and discipline to help his clients achieve and maintain financial independence.
Outside of finance, Patrick spends time with his family, including his wife Melanie his son Jordin and his granddaughter Josie and soon to be grandson, as well as his daughter Maddi He’s also an avid sports memorabilia collector, and likes spending time with his dogs, and playing golf.