To help successful individuals and business owners clarify their goals and build targeted strategies to enjoy, protect, and pass on what they have worked hard to create.
Patrick is the Director of Business and Estate Planning at the Piedmont Financial Group in Atlanta, Georgia.
Before joining the Piedmont Financial Group, Patrick was the Estate and Business Planning Specialist for Northwestern Mutual in Atlanta. Prior to that, Patrick co-founded a boutique law firm in Atlanta where he specialized in corporate law, business organization planning, asset protection, tax planning, and trusts & estate planning. Before practicing law, Patrick worked with Arthur Andersen and Deloitte Tax providing international tax consulting and multistate tax consulting mostly to Fortune 500 and multinational companies.
Leveraging his expertise at the intersection of business, tax, financial, and legal planning, Patrick now works almost exclusively with business owners. He guides them through a consultative planning and decision making process that begins with helping them clarify top professional and personal goals based on their mission, vision, and values. After clearly defining values-based goals, Patrick helps clients design and implement strategic plans to achieve long-term business and personal goals reflecting their key priorities and principles. He regularly assists business owners with exit strategies, family business planning, buy-sell planning, executive compensation and retention strategies, domestic and international tax planning, and trust & estate planning.
Patrick received his B.A. in International Economics and Finance, magna cum laude, from the Catholic University of America in Washington, DC where he received the Henry Spiegel award for Economics. He earned his law degree from the Georgia State University College of Law where he received awards for his studies in Business Planning and International Business Transactions. Patrick continues to be a member in good standing with the Georgia Bar and an active member in various sections of the Georgia and Atlanta Bar.
Patrick married his high school sweetheart, Elisabeth, in 2003. Elisabeth and Patrick have two lovely and energetic daughters, Fiona and Keira. In his downtime, Patrick enjoys spending time with his family, playing golf, swimming, volleyball, and exercise programs like P90X.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies