Pat started with the firm in 2007 and is currently the CFO/Compliance Officer. His experience spans back 36 years in the financial service industry.
Pat is also a financial advisor and the founder of Special Needs & Beyond. His mission is to provide clients with compassionate service and address their immediate needs and goals through proper Special Needs Strategies.
Special Needs & Beyond is dear to his heart since his son was born with Down syndrome. Pat and his wife Ana live in Middletown, New Jersey with their three children, Luisa, Salvatore and Angelica, where he is involved with non-profit organizations in his community.
Love your Passion – The rest will follow!
Pat is a registered representative and investment advisor representative of Securian Financial Services, Inc.