Patrick got his start in financial services shortly after graduating from the University of Wisconsin - Milwaukee with his BS in Chemistry and Mathematics. He began in the Life Insurance Industry where he joined colleagues in planning business life policies and strategic tax planning with Life Insurance. With an analytical mind he was able to grasp how this planning was just the start of strategic tax planning as a whole.

He has extensive experience with hands on management of both dental and medical practices and working with business owners and Doctors to help them plan for today and the futures ahead of them with purchase, ownership, and strategic sales of their practice.

He began his work in alternative investments with Opportunity Zones, DSTs, and individual commercial real estate projects that may be useful for Roth conversion planning. Additional experiences led him to single family mortgage note investing and has raised just shy of $50 Million in alternative investments.

Joining the team at UWC-PEG he is poised to consult with Advisors, Real Estate Professionals, Life insurance agents, and Family offices in the space of PE, VC, Asset allocation mix, dynasty trusts, key man, Premium finance, LTC, and everywhere in between.

Outside of his professional career, Patrick and his wife welcomed their first born Daughter in 2024 and looks forward to getting her to as many national parks as possible.