New Business Development Consultant
Phone: 720-758-8000 x9
Patrick serves as the New Business Development Consultant for the Investment Center Advisor (ICA) Group, where he joined in June 2020, and is responsible for the group’s financial advisor recruiting efforts. Before joining the ICA Group, Patrick spent nearly twelve years with Raymond James Financial, working as both a Wholesaler, within its Asset Management Services (AMS) “fee-based” department, and Business Development Consultant, where he recruited financial advisors to the firm’s employee, independent, and RIA affiliation channels. Patrick is a native of Biloxi, MS and has an undergraduate degree in Banking and Finance from the University of Mississippi. He holds the Certified Investment Management Analyst (CIMA) designation from the University of Pennsylvania Wharton School of Business. Patrick has been married to his wife, Whitney, for almost 18 years and is the proud father of three daughters; Quinn, Emerson and Rowan. Outside of work he loves to travel and take advantage in all of Colorado’s outdoor activities.
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