Patrick joined the Waldron team in 2022 as a member of the Planning Department.
Prior to joining Waldron, Patrick worked at Treloar & Heisel, focusing on financial planning, investment management, and retirement plan services for dental and medical practitioners. He exemplifies a commitment to lifelong learning and is a CFP® professional, Chartered Financial Consultant ChFC®, and Certified Student Loan Professional CSLP®.
At Waldron, Patrick specializes in constructing sophisticated planning strategies for high-net-worth business owners and families.
Outside of the office, Patrick enjoys golfing, attending all Pittsburgh sporting events, and spending time with family and friends.