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We Believe Embracing New Earning Opportunities Should Be Simple.
We Believe Embracing New Earning Opportunities Should Be Simple.
Pat co-founded and launched a comprehensive retirement planning firm in 2012 that he helped grow to thirteen offices across Ohio. In 2021 the company eclipsed $100MM of annual annuity and life production and had $250MM in assets under management (AUM). In addition to a life and health insurance license, Pat also holds a Series 65 license.
The Atlanta Braves drafted Pat as a left-handed pitcher following his senior year of high school. After spending four years in the minor league system, Pat returned home to Ohio, where he attended and graduated from The Ohio State University.
Pat and his wife Lauren make their home in Dublin, Ohio with their three young children, Ella, Addie, and Luke.