Although Patrick has a diverse background, he discovered financial planning as the perfect meeting point for his passions: serving others, finding creative solutions to complex problems, teamwork, teaching, and personal finance. He enjoys getting to know clients beyond their balance sheets and finding ways to tailor solutions to help them achieve their financial goals.
Patrick works closely with other members of the Glassman Wealth Team to formulate and implement advice and individualized recommendations that best suit a client’s needs. As part of an advisory team, he collaborates with lead advisors to develop comprehensive financial plans and structure roadmaps for our clients’ financial journeys. Leveraging various financial tech resources and software implemented at Glassman Wealth, he helps guide our clients through the steps necessary to reach their goals.
Patrick graduated from the University of Arizona and joined the Marine Corps as an Officer in 2015. He served as an Infantry Officer for four years, deploying to Australia and Okinawa. After transitioning out of the Marine Corps, he combined his interest in personal finance with his passion for helping others into a career as a Financial Planner. Before joining Glassman Wealth, Patrick worked in federal consulting and as a financial planning associate at a multifamily office, working on a team that advised ultra-high-net-worth clients. He attained the Certified Financial Planner (CFP®) designation in July 2023.
Patrick was born in Bethesda, where his dad was stationed at the time, but he is a native of North Dakota. Patrick lives in Rockville, Maryland, with his wife, Sarah, their daughter, Lilly, and their cat, Winston.
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