Patrick provides financial services to clients planning and investing to meet their short and long-term objectives. He utilizes a disciplined process-driven approach to best understand his clients’ financial needs and goals in order to deliver personalized advice and customized investment solutions. Patrick’s strategy includes consistent follow-up with his clients to ensure that their financial lives continue to align with their changing personal circumstances.
Patrick joined Baird as a financial advisor in 2010. His background includes over 25 years of relationship management and problem solving in the financial, medical, and hospitality industries. This experience makes him well suited to work with business owners and individuals. Patrick aims to help his clients and their families attain financial peace of mind, allowing them to pursue their own interests.
Patrick is a Milwaukee native who graduated from the University of Michigan in 1994. He and his wife, Jill, live in Mequon with their three children, Liam, Evan, and Shannen. Patrick is an avid sports enthusiast with a love for travel.