President, Investment Executive CHFC, CHSNC
Patrick, his wife, Kirsten and their three kids, Malcolm, Owen and Norah live in Green Bay, WI and enjoy everything the great Midwest has to offer. From the lakes to the north woods, Patrick and his family enjoy traveling, playing sports and visiting with good friends and family.
Patrick is also very passionate about helping families understand the complexities of special needs planning. Patrick's sister Heather has special needs and there is a unique balance and perspective needed when combining the traditional wealth model and special needs planning.
As a member of the academy of Special Needs Planners, the Estate Planning Council of Northeast Wisconsin, and as a baseball coach for the Miracle League of Green Bay, Patrick is an active member of the Wisconsin community.