With 33 years experience in the financial services industry, Pat has been helping people live financially healthy lives. Having managed hundreds of millions of dollars throughout his career he knows the financial business inside and out. He believes there is a better way, not only for the agent but the client. At Healthier Money we do not believe in the traditional fee based managed money. We take a holistic approach to our clients portfolios, prioritizing their life goals through innovative investment and insurance solutions and products.
Pat is a family man through and through, A husband of 20+ years and father of four, he lives for his kids and their achievements. An Arizona native, he grew up in Arcadia and attended Brophy High School. Upon graduating he attended Santa Clara University securing a B.A. in history. Pat has held numerous designations over the years but currently chooses to maintain one, Certified Financial Educator (CFE). He believes education is the most important factor is driving action and positive change in peoples' financial lives.