Director of Client Services
Patrick has been a member of Baker Street Advisors since 2005. Patrick provides comprehensive financial planning to individuals and their related entities. Since 1996, his experience has encompassed all areas of financial planning, including tax, estate, insurance and investment planning.
Prior to joining Baker Street Advisors, LLC, Patrick worked at myCFO as a Manager in the Family Offices Services Group as well as at PricewaterhouseCoopers as a Manager in the Private Company Services Group. Additionally, he worked in corporate accounting prior to joining PricewaterhouseCoopers in 1996.
Patrick holds an MBA from the University of Notre Dame’s Mendoza College of Business and a B.S. in Managerial Economics from the University of California, Davis. Patrick is a Certified Financial Planner (CFP®), Certified Public Accountant (CPA), and a member of the CalCPA Institute.