Patrick’s guiding principle is that an educated client is an empowered client. As a wealth advisor and founder of Ironclad Wealth Management, he helps individuals gain a clear understanding of their unique financial needs and how to accomplish both short and long-term goals. Educating clients so they can make informed decisions and solve complex challenges is one of the most rewarding parts of his work.
Prior to founding Ironclad, Patrick worked in Advanced Planning at Brokerhouse Insurance and served as a Retirement Advisor at Transition Planning. Originally from Birmingham, Alabama, Patrick now resides in Brookhaven, Georgia with his wife, Maria, son, Owen, and two dogs. In his free time, Patrick enjoys watching his favorite sports teams, including Auburn football (his alma mater), the St. Louis Cardinals, the Atlanta Falcons, and the Hawks. He also enjoys reading sci-fi/fantasy books, exercising with his dogs, and volunteering for Friends of Refugees.
Patrick is a CERTIFIED FINANCIAL PLANNER™ and also earned his Enrolled Agent (EA) credential. Patrick partners with clients to shape financial plans that seamlessly integrate each facet of their lives—ensuring their goals, passions, and values are always prioritized. Because as life evolves, financial plans should evolve along with it.
Financial planning for small business owners, by small business owners