Patrick joined AFA in early 2017 after retiring from a 38 year career with IBM where he held management positions in finance, sales and cybersecurity. In addition to advisory work, he is responsible for AFA's cybersecurity initiatives, assists with the firm's compliance program, and serves on AFA's Investment Committee. Patrick's primary focus as an advisor is pre-retirement and post-retirement planning. He has completed the coursework and exams required to earn the Chartered Retirement Planning Counselorsm designation.
He is a graduate of SUNY New Paltz and holds a B.S. degree in Finance.
Patrick enjoys traveling, skiing, hiking, biking, and spending time with his grandsons. He is also a board member of a national software company headquartered in south Florida. Pat and his wife, Linda, live in Marietta and have two grown children, Jaclyn and Mark.