In 1993, Pat decided to enter the financial services industry to utilize his business experience and finance education to help families and business owners. He spent the twelve years as a Wealth Advisor with CIGNA Financial Advisors and Lincoln Financial Advisors.
With the objective of serving his client’s needs in a completely objective planning process, Pat formed Aerie Financial Group in 2005 and began his relationship with Alliance Financial Group.
Pat dedicates his personal time to the community as an instructor at Emeritus College, a senior service college of Santa Monica College, teaching estate planning and retirement subjects. He is also a past member of Ronald McDonald House and currently is an advisor for the Santa Clarita Business Technology Center through the College of the Canyons.
Pat enjoys running and photography, quality time with his wife Laurie, and attempting to keep up with his three daughters and three sons.