Senior Client Relationship Manager
Ownership, Experience, Collaboration
A Senior Client Relationship Manager, Patrick brings nearly 20 years of experience to GM Advisory Group. He serves as a direct point of contact and trusted advisor for clients, providing comprehensive financial planning and guidance. Patrick is a resource for clients and colleagues when analyzing and developing effective wealth management strategies, in areas like investments, income and estate tax, charitable giving, insurance, and retirement planning.
Prior to joining GMAG, Patrick worked with KLS Professional Advisors Group, a leading Registered Investment Advisor (RIA), to partners at major law firms and other high-level executives. Before KLS, he worked at Ayco, a Goldman Sachs company. Outside the office, Patrick enjoys spending time with his wife and two children. He is an avid sports fan–especially soccer–and brings the discipline of his CrossFit work to the office.