Pat works closely with clients to implement wealth management solutions. He helps clients make informed, intelligent, and independent decisions regarding their wealth management needs.
Pat joined Modera with the Independence Advisors team in January 2021. Prior to joining Independence Advisors in 2015, he was a partner at Capital Planning Group of Pennsylvania. At Capital Planning, Pat specialized working with large physician group’s qualified retirement/defined contribution plans as well as comprehensive financial planning for physicians and executives. Pat’s experience also includes examining clients’ insurance needs and estate planning solutions.
Pat earned his undergraduate degree from Villanova University in 2009. In his free time, Pat enjoys playing golf at Overbrook Golf Club.
More money, more potential problems? There are several issues that should be addressed quickly whether your expected windfall is from an inheritance, a business sale, a large bonus or winning the lottery.