Pat is a third generation financial advisor who was born and raised in beautiful Missoula, Montana. After graduating from high school as a 4-time All-State Wrestler, he earned a degree in International Studies at the University of Washington. Aspiring to live overseas, Pat next moved to Nagasaki, Japan where he spent 3 years working as an English Teacher under the Japanese Ministry of Education, as well as acting as a Cultural Ambassador in his community.
After returning to the US from Japan, Pat followed in his father’s footsteps to pursue a career in financial planning, and now has an expanding multi-state practice based in Phoenix, Arizona working with clients in over 40 states nationwide. His process allows clients to engineer their estates and businesses to fuel their ambitions for building a legacy, while still getting full use and enjoyment of their assets.
This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Top Financial Security Professionals 2023 is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License Number - 0H08993, AR Insurance License Number - 14811641.