Trading and Reporting
Patrick works closely with David in trading and rebalancing client accounts as well as handling the reporting for the company. Patrick resides in Gastonia with his wife, Jennifer, and two girls, Olivia and Emma. He and his family are members of The Pointe Church in Belmont. When not in the office, Patrick enjoys being on the golf course and playing volleyball with his girls.
Patrick holds Series 6 and Series 63 licenses.