As a financial advisor, Pat assesses the financial needs of individuals, businesses, and families, making recommendations and assisting them with their investments. He especially enjoys the personal contact with LFA clientele as, together, they plan for short-term and long-term goals––kids’ education, retirement, and other life-changing events and/or major purchases such as a new home.
Pat has been with the company’s Alexandria office since 2010. He received his Series 7 general securities license in 1996 when he decided to pursue a career as an investment representative. Pat initially received his B.A. degree in Accounting from Alexandria Technical and Community College, and was a comptroller in the medical and plumbing, heating and air conditioning industries for 20 years. Before joining LFA, he was a financial advisor with Financial Network Investment Corp.