Meet Patrick
Patrick is a Wealth Advisor and CERTIFIED FINANCIAL PLANNER® professional at Mercer Advisor since 2024. He helps clients achieve their financial goals through education and strategic planning. He aims to help clients feel informed and confident in their financial decisions. A graduate of Eastern Michigan University, Patrick draws on his experience at Morgan Stanley to bridge the gap between academic theory and practical application, making complex financial concepts accessible.
Patrick’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Patrick has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Concentrated stock positions that require strategic diversification and tax efficiency
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- Helping dentists balance personal wealth goals with the demands of running a practice
- Advising physicians with insurance, debt, and investment strategies
His working style
Patrick is deeply client-focused, placing his fiduciary responsibility at the heart of every decision. Known for his friendly demeanor, energetic approach, and proactive communication style, he thrives on building long-term partnerships rooted in a deep understanding of each client’s unique priorities. He takes the time to truly listen, ensuring he understands your situation from every angle. Whether you prefer to be hands-on or hands-off, Patrick adapts to your comfort level — providing guidance, clarity, and support every step of the way.
Patrick in real life
What makes you tick?
I grew up in Ann Arbor Michigan, in a family of teachers and nurses. I learned how helping and educating other people can give so much meaning to life.
What keeps you busy outside of work?
Most of my time outside work is dedicated to my family and friends. I love finding new gluten-free restaurants, and enjoy movies, and being on the water.
Favorite thing about where you live?
Lake Forest has a great small town feel in Southern California. We have local family owned restaurants, a Fourth of July parade, and can sit under the stars listening to the Pacific Symphony. I love being close to everything while being in a tight community.
Meet Patrick’s Teammates
Grace Chyun
Sr. Client Service Specialist
What Patrick Says
Grace is truly exceptional, and clients consistently express how much they enjoy working with her. She brings a thoughtful, attentive approach to every interaction, ensuring each client feels supported and well cared for. Her dedication to service and ability to build genuine relationships make her an invaluable part of the team.
David Ricci
Regional Vice President
What Patrick Says
David excels at extending our team’s care and expertise to the friends and family of current clients. He ensures every new relationship begins with clarity and confidence, guiding referrals through a smooth and thoughtful onboarding experience. His approachable style and attention to detail make transitions seamless and welcoming.
Garrett Cauley
Insurance Advisor
What Patrick Says
Garrett specializes in helping clients secure the right kind of insurance coverage — an area that’s often overlooked until it’s too late. With a proactive and thoughtful approach, he ensures that when life takes an unexpected turn, clients are prepared and protected. His attention to detail and commitment to client well-being make him an essential part of our team.
Evan Fingert
Associate Estate Planning Strategist
What Patrick Says
Evan plays a vital role in helping clients achieve their estate planning goals. Personable and approachable, he’s known for making even the most complex legal concepts easy to understand. Evan believes you shouldn’t need a law degree to have a meaningful estate plan.
Lorenzo Riley
Wealth Advisor, Director
What Patrick Says
Lorenzo plays a pivotal role in ensuring our team is fully equipped to meet the diverse needs of our clients. With the big picture always in view, he guides our efforts, removes obstacles, and keeps us aligned — allowing us to stay focused on what matters most.
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