Patrick has been helping retirees and pre-retirees plan their “second life” for more than thirty years. Being a Retirement Income Specialist, Patrick serves in a mathematical verification role to all of his clients. He specializes in retirement lifestyle planning with an emphasis on tax efficiency and lifetime income. He educates his clients with a new way to think about money, and retirement planning. This gives them confidence that their money will last as long as they do.

Furthermore, he’s also an investment advisor representative proficient in developing and implementing effective investment strategies, customizing each portfolio to the individuals he works with and their goals. Patrick also has an extensive estate planning background, and incorporates those strategies by working closely with a professional advisory network of experienced CPA's and attorneys.

On a personal note, Patrick is a founding member of the Collegenomics Funding Council. Patrick has four children, Alissa, Caitlin, Justin, and Ian who have graduated from Duquesne University, University of Pittsburgh, and Ohio University respectively.

Nick has been in the financial services industry, helping clients in all stages of life since 2023. After graduating from Slippery Rock University in 2017, Nick started his journey in the industry with Northwestern Mutual. Nick earned his financial advisor registration during his time at Northwestern Mutual and Bank of America/Merrill Lynch. Therefore furthering his knowledge around planning and his ability to help his clients accomplish their goals and ultimately achieve financial freedom.

Nick chose this profession because he is passionate about meeting his clients wherever they are in their financial journey and helping them create bulletproof plans that give them peace of mind during uncertain times. Whether its paying down debt, saving for college, general investing, maximizing retirement income while minimizing taxes, or anything in between, Nick's personal belief is that he is in the "stress reduction business" and holds himself to a standard of excellence when it comes to servicing his clients.

On a personal note, Nick is a Pittsburgh native, born and raised in the Ross Township area of North Hills. He attended Pittsburgh Central Catholic High School, and he is an avid lover of all things Pittsburgh sports. Nick especially loves the Steelers, as he has never missed a game since becoming a life-long fan at a young age. Outside of work, Nick enjoys golfing, going to the gym, attending Pittsburgh sporting events, skiing in the winter, and spending quality time with friends and family.