Patrick joined Mercer Advisors in April 2021 with the team at Epstein and White, where he served for more than five years. In his role, Patrick onboards and services high-net-worth clients. He is also a speaker at Mercer Advisors events, educating Southern California residents about our family office model and its benefits for their families.
Patrick enjoys solving clients’ financial challenges, networking, and building lasting relationships. You might hear him say, “Retire right,” reflecting his commitment to helping clients achieve their retirement goals.
Patrick earned a degree in corporate and business communication from National University and is a CERTIFIED FINANCIAL PLANNER® Professional. His passion for the financial services industry was inspired by Brad White, who gave him his first job in wealth management in 2015.
When not collaborating with clients, Patrick enjoys reading, exercising, and watching sporting events. He also values spending quality time with his wife, raising their puppy, volunteering at his church, and working out at the gym.
San Diego
9740 Appaloosa Road Suite 150 San Diego, California 92131