Patrick joined HighPoint Advisors in 2013 after spending the 10 previous years in the financial planning industry as an Operations Manager supporting four advisors and providing top notch client service. Our clients have the confidence of mind knowing that the products chosen for their situation are the most suitable fit for their objectives. Patrick is professionally qualified to provide the quality of service that our clients deserve in these uncertain times. He holds the Life, Accident & Health licenses, and became registered with FINRA to hold the Series 6, 7, & 63 securities registrations through LPL Financial. Patrick also holds the New York Partnership for Long Term Care Certification.
He focuses on transition planning for those that have gone through a significant life change. These changes include planning for a new birth, the death of a loved one, employment changes, preparing to retire, getting married or getting divorced. As a financial planner, he is able to help individuals and businesses work toward their goals by means of a consultative approach of working closely with them through all aspects and phases of their lives. Patrick has experience guiding individuals from pre-retirement saving strategies all the way to post-retirement income planning. This professional relationship starts with Patrick getting to know as much as possible about those he serves so he can begin the planning process.
Patrick graduated from St. John Fisher College in 2000 with a degree in Management, concentrating in Financial Planning. Raised in Webster, NY, he now lives in North Syracuse with his wife, daughter and two Labrador Retrievers. Patrick is the treasurer and director of Social Ministry at his church. He also supports/volunteers for the American Heart Association’s annual heart walk.
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Interested in booking an appointment? In addition to contacting the office, you can also book an appointment with Patrick using our new appointment booking tool, ScheduleOnce! Click here to schedule a phone, Zoom, or in-person appointment in just a few clicks.