Patrick entered the financial services industry in 2011. Patrick has dedicated himself to helping retirees pursue their future goals. He specializes in Federal Retirement, Medicare, Investment Advising and Financial Planning.
After college, Patrick began his career at PNC in Potomac, MD, helping clients with retail and business banking. After a few years at PNC, Patrick briefly changed careers to work as an Information Technology and Home Remodeling Consultant. He met Todd Baker and Michael Ausherman in 2017 and joined their team in 2019.
He has studied economics and finance at the University of Maryland Baltimore County from 2007 to 2011. Patrick is an Investment Adviser Representative, having passed the Series 65 securities exam, and holds his life and health insurance license. He is in the process of earning a Chartered Financial Consultant designation with the American College of Financial Services.
Patrick was born and raised in Montgomery County, MD. He and his wife, Himani, currently reside in Germantown, Maryland, with their dog, Lucy. Outside of being a financial advisor, Patrick enjoys training as a third-degree black belt in Tang Soo Do, playing the bass guitar, and traveling to his wife’s home country of Nepal.