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.
Patrick believes that every part of your financial life is connected – your business, your personal life, your taxes, your insurance – it all matters. If a plan doesn’t address and integrate all these areas, you’re probably missing something. If you’re looking for an in-depth planner who explores all of your options and believes that educating you on all possibilities, rather than showing you his preferred option is the best path, Patrick is here to help.
Patrick is a fiduciary, CERTIFIED FINANCIAL PLANNER™, Enrolled Agent, and Certified Exit Planning Advisor. He maintains his health and life insurance licenses in several states. He is also the Education Director of the Georgia Chapter of the Financial Planning Association. He founded Ironclad Wealth Management to cater directly to the needs of business owners who feel like they’re paying too much in taxes and are missing proactive, long-term 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),Tottenham Hotspur, the St. Louis Cardinals, the Atlanta Falcons, and the Atlanta Hawks. While he swore that he would never get into golf growing up, he’s now eating those words and shanking golf balls regularly. He also enjoys reading sci-fi/fantasy books (if you want to get him going tell him the ending of Game of Thrones or Star Wars Episode 9 were good), exercising with his dogs, and volunteering for Friends of Refugees.
Financial planning for small business owners, by small business owners