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Member Since: 2018


Patrick is the Founder of SurePath Wealth Management and draws on more than a decade of multidisciplinary experience to help clients solve their financial challenges.

Prior to founding SurePath, Patrick managed over 200 million dollars of individual and institutional assets, acquired 2 companies, and helped train hundreds of financial advisors across the country on financial markets and portfolio management.

Patrick is passionate about helping people create, preserve, and transfer wealth.