Pat is a 1972 graduate of Auburn University with a BS in business administration with a major in finance and a minor in accounting. Using his 37+ years of experience in the financial services industry, Pat assists his clientele with innovative ideas about strategic planning methodology to help business owners and families create, maintain and enjoy more wealth, more protection, with less risk. His area of concentration includes financial, estate and investment planning using a macro-economic approach.
In addition to the financial planning side, Pat also owned an employee benefit company providing solutions to corporations in employee benefits and retirement plans. His desire to have an affiliation with a firm with expertise in the retirement business led him to Prime Capital Investment Advisors and their Qualified Plan Advisor division. Helping people to retire with dignity drives his passion in that area.
When not at the office, Pat enjoys being with his grandchildren and serving his community through non profit organizations, such as the Fellowship of Christian Athletes and Room in the Inn. He also coaches his grandsons in baseball and basketball. Pat’s hobbies are singing in the choir, reading and golfing. Pat, who was also a fighter pilot in the United States Air Force continues to follow his interest with flying and airplanes.