Patrick is a former Division 1 college baseball player and a graduate of Iona College’s Hagan School of Business, where he also earned his MBA in Finance. He began his financial services career at Merrill Lynch before joining Strategies for Wealth and Cambium in 2019—a perfect fit for his client-focused approach.
Patrick is passionate about helping clients navigate financial complexity through comprehensive, personalized strategies. Using Cambium’s holistic process, he emphasizes saving, sound asset allocation, protection, and more.
He specializes in:
Retirement Planning
Investment Management
Cash Flow Management Business
Succession Planning Estate
Legacy Planning
Life Insurance Strategies
Patrick lives in Mamaroneck, NY, with his wife Danika and their cat Oslo. He enjoys traveling, basketball, golf, coaching baseball, and exploring NYC’s hidden dining gems.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).
Financial Representative of Guardian Life Insurance Company of America®. CA Insurance License #2106596.