The investment climate has never been more complex than it is today. Whether you have been saving and investing for years or you’re just getting started, a relationship with a trustworthy and experienced professional, who has a clear understanding of your needs and the current economic environment, is crucial. Our mission at Peoples Investments is to create objective strategic investment plans based on your needs, to monitor portfolio performance, and preserve wealth.
Patrick brings over two decades of experience in the financial services industry and excels in recruiting, developing, and managing experienced financial advisors and team members. He delivers a high-quality client experience through sound financial planning and cultivates a trusting, candid, and caring environment. Patrick’s ultimate goal is to make the community a better place for everyone by providing full balance sheet value-added financial services.
Patrick holds Security License Series 4, 7, 24, 53, and 66 registrations held through LPL Financial and a Washington State Insurance License for Life and Health. He graduated from the Cornell University Charles H. Dyson School of Applied Economics & Business Management. Patrick is an avid skier and hiker and enjoys spending time with family.
At Peoples Investments, we are focused on you and offer access to non-proprietary products of the highest quality and reputation. Our primary goal is to help you manage your assets based on your needs. We offer investment services right where you do your banking so you can handle all your financial needs at one convenient location. With today’s busy lifestyles, we think you’ll appreciate the convenience.