Pat graduated from Shippensburg University in 2006 with a Bachelor of Science in business administration degree with a concentration in finance. He started his finance career in mortgage banking in 2007 before making a move to financial planning and partnering with Dale in 2008. He also holds life and health insurance licenses in Delaware, Maryland, North Carolina, New York, Pennsylvania, South Carolina and Virginia.
Pat enjoys working for an independent firm such as PRIME Wealth Management, where the independence allows him the flexibility to service his client’s needs with a commonsense approach. Pat is often complimented by clients for his personal touch and diligence in servicing them in an efficient and timely manner.
Pat currently lives in New Market, Maryland with his wife, Taylor, and two sons, Camden and Tucker.