Focus

Pat has been offering his clients a distinctive blend of professional investment counsel and personal service since 1986. He carefully evaluates his clients’ financial goals before recommending an investment strategy specifically tailored to their needs. 

Education & Credentials

Davidson College – Bachelor of Arts, Economics 

Forbes Best-In-State Wealth Advisors (2024) * 

Forbes Best-In-State Wealth Management Team Member (2025)**

Outside the Office

Pat enjoys most all sports, especially biking, running, playing tennis and he is a former Captain of the Davidson College basketball team. He and his wife, Lori, have four children.

*2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

**2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.