Pat joined Mercer Advisors in April of 2021 as an Associate Wealth Advisor after previously working for Epstein & White. There he built the foundation of his experience in the financial services industry. Being on the client service end of the industry, Pat has quickly recognized the little things that go a long way in giving a client the customer experience they deserve. He loves working with clients and believes that service and support are a key factor in helping clients achieve their goals. Pat currently holds the FINRA Series 7, 66, and life insurance licenses.
Pat is San Diego born-and-raised. In his free time, he enjoys traveling, playing and watching golf, and spending time with family.