Patrick joined Homrich Berg in 2014 after relocating from the Washington, DC area. Prior to joining Homrich Berg, Patrick worked for two large independent financial planning firms where he developed customized financial plans, prepared income tax returns, and handled estate planning and administration issues for clients. He earned a bachelor’s degree in financial planning from Virginia Tech and is a CERTIFIED FINANCIAL PLANNER™ professional. Patrick also earned a Master of Science in Personal Financial Planning from the College for Financial Planning and maintains the Master Planner Advanced Studies (MPAS®) designation, a graduate-level credential focused on research-based applications for current practitioners.
Patrick has volunteered with the CFP® Board to help with numerous pro-bono financial advocacy and consumer protection outreach campaigns.