As a Wealth Manager, Pat works closely with clients to implement wealth management solutions. He leverages his technical financial planning and consulting experience to assist clients with investment counseling, retirement planning, estate planning, wealth enhancement, asset protection, tax planning, and other personally significant financial decisions.
Pat joined Modera with the Independence Advisors team in January 2021. Prior to Independence, he worked in both the Assurance and Tax Practices at PricewaterhouseCoopers LLP in their Philadelphia and Denver offices. While in the PwC Tax practice, Pat provided financial planning guidance to executives and employees of multiple Fortune 500 companies. Pat’s experience also includes working at a fee-only wealth management firm in the Philadelphia area.
Pat is a Certified Public Accountant, holds the Personal Financial Specialist designation, and is a Certified Financial Planner. He earned a B.S. in Finance from St. Joseph’s University and an M.B.A. with an Accounting concentration from La Salle University. In his free time, Pat enjoys spending time with his family in Ocean City, NJ, visiting national parks, following all Philadelphia sports teams, exercising and fly fishing. He lives in West Chester, Pennsylvania with his wife Ann and their two sons Archie and Henry.