Our Financial Professionals
Patrick is completing his Masters of Accounting degree at FGCU, while simultaneously studying to become a CPA. Currently, he holds a BA in Accounting and the IRS designation of Enrolled Agent. He is also a licensed insurance agent. He is a member of the local and national chapters of Enrolled Agents.
As a Florida native, Patrick was lucky to enjoy Florida all 36 years of his life. His immediate family who resides here locally, includes his mother, two sisters and his wife. He was fortunate to be blessed with two sons, a daughter and a beautiful soon to be newborn little girl.
Patrick has been working at Grace for more than 3 years and feels incredibly blessed to have stumbled upon such an amazing group of talented team members. He wakes up every day knowing that his career path with Grace has helped our clients with a tax favored income stream in retirement.
Toll Free: 866-481-5550
Fax: (239) 481-5545