A former CPA and ERISA auditor primarily focused on optimizing plan design and ensuring plan sponsors are prepared for regulatory conformance. He has over 34 years of experience in advising and overseeing all aspects of retirement and investment planning.
Prior to becoming a limited partner with United Planners he was an auditor for Deloitte, Haskins & Sells, and Wassau Insurance.
Patrick is an Accredited Investment Fiduciary and enrolled as a Chartered Retirement Plan Specialist