Patrick graduated from Auburn University in 2015 with a degree in finance. After growing up around the finance world, he realized he couldn't quite escape it.
Starting with Transition Planning in Birmingham, Patrick moved to Atlanta to work in and grow the Atlanta office. Patrick helps families reduce their out of pocket costs for college tuition, though advanced financial preparation and college planning. He also coordinates their college planning with their general retirement planning.
Patrick is licensed for life and health insurance and has his series 6, 63, 65.