Patrick is skilled at managing the many complexities that wealth brings, including estate planning, financial planning, and risk management. He is honored to work with many multigenerational families and helps alleviate clients’ concerns around income streams and leaving a legacy for the next generation.
A Tuscaloosa native, Patrick began his career in 2011 with Morgan Keegan and remained with Raymond James in 2013 when the two firms merged. He helped form Warrior Investment Group in 2014. In 2019, Patrick completed his Certified Financial Planner™ certification. The CFP® certification is one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
Patrick graduated from Huntingdon College with an accounting degree, where he also played baseball. He and his wife, Kirsten, are the parents of one daughter, Piper Lee, and will welcome a new baby boy next year. Active in the community, Patrick is a former treasurer of the Tuscaloosa Kiwanis Club, the Alexis de Tocqueville Society of the United Way of West Alabama, and a member of the Tuscaloosa Estate Planning Council. He and his family are members of First Baptist Church of Tuscaloosa.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.