Patrick serves as the 1040 Analyst® Specialist and a Practice Management Consultant at HD Vest. As the 1040 Analyst Specialist, Patrick is responsible for educating Advisors on utilizing the 1040 Analyst tool to identify investment planning opportunities on the tax return. He also coaches Advisors within the VestSuccess® program by identifying, developing and sharing practice management best practices and coordinating other HD Vest Practice Management initiatives. His primary objective is to consult and assist Advisors in growing their practices by providing sales and practice management assistance in transitioning the conversation from taxes to wealth management.
Patrick began his financial services career at Edward Jones in 2008. He obtained the General Securities Representative and Securities Agent & Investment Advisor Representative licenses, as well as the life and health insurance license. As a financial advisor, Patrick developed comprehensive financial plans for his clients while also maintaining a sales pipeline by making face-to-face contacts with individuals and business prospects in the community.
Patrick joined Wells Fargo in late 2009 as a personal banker, where he helped clients with banking needs as well as investing for retirement and college planning. He soon transitioned over to HD Vest in October 2010 as a member of the General Support team where he helped Advisors with questions about HD Vest technology, account setup and maintenance, and servicing of client accounts for various mutual fund companies as well as brokerage accounts. In 2011, Patrick moved into the WMS department. He has worked with Advisors at the Development, Regional and Premium levels and was responsible for the Business Builder conference call series geared toward new Advisors.
Patrick earned a Bachelor of Arts degree in history and economics and a Master of Science degree in education at the University of Tennessee. While at HD Vest Patrick has expanded his financial planning knowledge by becoming an Enrolled Agent and Certified Financial Planner™.