AIF®, CRPS®, CBC®
Retirement Plan Business Development Manager
Helping business owners offer benefit plans to their workforce is rewarding in that you can impact a lot of lives and help provide financial stability for those that normally wouldn’t have access to a financial professional.
Patrick has been involved in the financial services industry since 2010. He was the director of retirement plan services for Capital Directions when it joined with Savant in 2023. Prior to joining Capital Directions, Patrick was the senior client consultant for Unified Trust Co. Before that, he was a financial advisor for a national brokerage firm and for a national financial services mutual organization. Patrick specializes in all aspects of retirement plan and pension consulting, including plan design, operations, asset management, investments, fiduciary responsibility, and advanced fiduciary plan governance.
Patrick earned a bachelor’s degree in business administration and economics from Saint John’s University in Collegeville, MN. He is an Accredited Investment Fiduciary® (AIF®), a Chartered Retirement Plans SpecialistSM (CRPS®), and a Cash Balance Coach (CBC®). Patrick lives in Charlotte, NC with his wife Jenny.
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