Small Business Management
About the Financial Advisor
Patrick believes the Investment and Wealth Management process begins with understanding a client’s current and future goals.
He focuses on serving retirees and small business owners in Bloomington, MN.
Patrick serves his clients by helping them achieve their retirement goals, applying strategies to reduce taxes, and by implementing business management practices.
Education and Designations
- Minnesota School of Business, Certificate, Accounting
- CPA – Certified Public Account
- Series 7 license
Patrick loves being married to his wife, Cheryl. They spend their time with their two dogs and traveling as much as they can.