Based in New York, Patrick proactively strives to enhance both the client and advisor experience through the creation of efficient, accurate, and holistic wealth plans. He helps clients find peace of mind by designing custom strategies that put them on a path to financial freedom.
Patrick joined Buckingham in 2020 with his firm BluePrint Wealth Alliance. Since beginning his financial services career in 2008, he has helped educate hundreds of financial advisors and coordinated insurance solutions to some of the most recognized broker-dealers in the country.
Patrick received his bachelor of science in applied mathematics and statistics from Stony Brook University and continues to educate himself in the many facets of the financial industry. He is an active member of the American Institute of Certified Public Accountants (AICPA), Society for Human Resource Management (SHRM), and is a member of the programs committee for the Long Island Chapter of the FPA.