Pat sets the standard at our firm for hard work and dedication to his clients. He also has a knack for developing deep, trusting relationships early on. After nearly two decades of advising clients, Pat sets himself apart as the advisor who is continually honing his skillset, finding new ways to add value to the clients he serves.
Pat leads our firm’s new business initiatives and spends most of his time creating complex solutions for high-net-worth families and institutional clients. He is detail-oriented and takes a holistic approach to the sophisticated needs of each individual client. Pat’s knowledge and proficiency around multi-generational planning, complex trust and estate matters, tax minimization strategies and philanthropic planning helped land him on the Forbes America’s Top Next-Gen Advisors (2021) and Best-In-State list (2020 – 2022).
A Minnesota native, Pat makes time for wake surfing, golf and pheasant hunting as much as possible. He graduated from St. Mary’s University in Winona, MN. Pat and his wife Kelli live in Deephaven with their two daughters, Grayson and Logan.
The Forbes Next-Generation Wealth Advisors and the Forbes Best-In-State Wealth Advisor (developed by Shook Research) are based on a ranking algorithm using various qualitative and quantitative criteria including: client retention, industry experience, review of compliance records, firm nominations, assets under management, and revenue generated for their firms. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
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