Pat is the newest addition to the Legacy Team. He brings over 15 years of experience in managing his own firm, advising clients in their planning for retirement, insurance, estate planning as well as taxation. As always, Pat has facilitated a team approach to planning and now incorporates the Legacy team to assist.
As a Brockton High School graduate in 1984, he went on to study at Southeastern Massachusetts University, Massasoit Community College, and The American College where he obtained his ChFC® Chartered Financial Consulting Degree. He holds securities designations through LPL Financial - Series 7 & 66, supplemented with life, disability, and long-term care insurance licenses.
Born & raised in Brockton, he now resides on the south shore in Scituate, MA with his college sweetheart Cathy, wife, and RN of over 30 years. Their oldest son Eric, a Quinnipiac University graduate, and newlywed is working in finance. Ryan, their younger son, a UMass graduate, lives nearby in Marshfield and works as a mechanical engineer for Johnson & Johnson.
Living a stone’s throw from the Atlantic, Pat enjoys boating with his family; traits he inherited from his father, a long-time sailor.