Pat is a "Guard Dog" at heart. He was recruited to Westpac in March 2013. When not operating as the Chief Operating and Agency Control Officer of Westpac, Pat and his wife, Karin raise, train and rescue German Shepherds.
His credentials and designations include MSFS, and LUTCF. He is a Registered Principal of Park Avenue Securities, LLC. Pat's career started as fee only CFP in 1989. Later, he spent 10 years at AXA, rising to Divisional Vice President, followed by 10 years of consulting to Merrill Lynch and UBS on Insurance based solutions in the Business/Estate Planning markets.
Pat and Karin are very proud of their 3 adult children and their 3 grandchildren.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd., #300 San Diego, CA 92121 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0E82276 | 2021-128451 | exp 10/23