Patrick recently completed his Chartered Retirement Planning Counselor℠ designation to better serve McAdam and his clients, and he continues to mentor a growing group of financial advisors. He also dedicates his time to working with clients directly, while also taking on new initiatives within the company. His experience is driven by his passion to support his financial advisor peers at McAdam, as they work toward retirement strategies with each client they serve. In 2020, he moved into the role of district manager to develop and train McAdam advisors.
Patrick studied philosophy of professional ethics at Elizabethtown College and grew up in Abington, Pennsylvania. He now lives in Conshohocken, Pennsylvania.