Patrick joined our practice in 2004 after working as a systems analyst in the defense industry. Patrick’s deep experience in the financial services industry has given him a broad knowledge of insurance and investment products, and a keen understanding of their uses in both up and down markets. Patrick has given numerous talks and presentations on topics such as estate planning techniques, charitable giving strategies, and wealth transfer for businesses.

Patrick is active in charities both in New Jersey and his native upstate New York. He previously sat on the Otsego County Youth Board, was a committee member of the Madison Co-op Nursery School, and is an avid supporter of Opportunities for Otsego, the Bassett Hospital Network, CARE Animal Rescue, and the OHS Alumni Association.

Patrick lives in Madison, New Jersey with his wife Elizabeth and their two sons, Keegan and Quinlan. In his free time, Patrick enjoys reading, spending time with his family, and watching sports.

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