Pat is the newest addition to the Legacy Financial Advisors team, bringing more than 18 years of experience as the owner of his own financial services firm. Throughout his career, Pat has worked closely with individuals and families to help them navigate retirement planning, insurance, estate planning, and tax considerations. A strong believer in a collaborative approach to financial planning, Pat now incorporates the resources and expertise of the Legacy team to provide clients with comprehensive, personalized support.
A 1984 graduate of Brockton High School, Pat continued his education at Southeastern Massachusetts University, Massasoit Community College, and The American College, where he earned the Chartered Financial Consultant® (ChFC®) designation. He holds Series 7 and Series 66 securities registrations through LPL Financial, as well as licenses in life, disability, and long-term care insurance.
Born and raised in Brockton, Pat now resides on the South Shore in Scituate, Massachusetts, with his college sweetheart and wife of more than 35 years, Cathy, a registered nurse. They have two sons. Their oldest, Eric, is a Quinnipiac University graduate, newlywed, and works in the financial industry. Their younger son, Ryan, is a UMass graduate who lives nearby in Marshfield and works as a mechanical engineer for a local firm.
Living a stone’s throw from the Atlantic, Pat enjoys boating with his family; traits he inherited from his father, a long-time sailor.