MS, RFC, Investment Advisor Representative
Patrick joined Elevated Retirement Group to apply his knowledge of money management to advanced planning more broadly. He entered the financial industry in 2008, working in business development and later as a business analyst for a print and packing company. He then became a partner in a portfolio management firm, where he created, managed and refined various strategies.
Patrick’s expertise lies in portfolio management, risk analysis and advanced planning. He maintains his Series 65 Investment Adviser Representative license, which holds him to the fiduciary standard. Patrick also holds life and health insurance licenses in Kansas, Missouri and other states. He received his bachelor’s degree in history from Master’s College in Santa Clarita, California. Patrick holds a Master’s of Science in Personal Financial Planning from Kansas State University and is currently studying for a master’s degree in taxation at Villanova University’s Charles Widger School of Law (expected in 2022).
Residing in Overland Park, Kansas, Patrick’s primary duties away from the office are as a father and a husband. He enjoys spending time with his wife and three children, and also working out, reading and eating.