He devotes much of his attention to the unique business management and financial needs of entrepreneurs, corporate executives, professional service providers and their families, professional athletes and those in the entertainment industry.
Pat’s extensive practice serves individuals, family offices, and businesses by developing their financial goals first, which results in the best long-range business and personal decisions. His concept is to let the clients pursue their passions, interests, and entrepreneurial business opportunities within a system where there are financial controls, constant follow-up, and creative management ideas. He has helped develop multi-million dollar businesses for his clients based on a simple idea. By listening to them as their trusted advisor, Pat has shown the ability to pull the essential components together to turn their idea into a self-sustaining business and help it grow. Pat is at his best and happiest when his clients are successful and he has added value.
Pat believes that you must give back to the community through associations that make a difference. He encourages his entire firm to participate and it has become part of the company culture. He is a board member of several non-profit organizations which include an organization teaching drug education and prevention, a nationally recognized private school utilizing passion based learning and environmental consciousness and an organization which promotes and educates on technological advances in the 3D, virtual reality, augmented reality and other cutting-edge technologies. These volunteer opportunities enable Pat to interface with the community and build relationships to help serve the greater good.