For affluent clientele, Patrick provides customized wealth management strategies and personalized attention – guiding successful entrepreneurs and business owners, medical and legal professionals, real estate and other executives in pursuing financial goals they’ve set for themselves and their families.
For those in their prime income-earning years, Patrick is committed to educating them on risk and aligning their desire to build and preserve wealth and minimize taxes.
Growing up in a military family, Patrick became an All-American tennis player at Missouri’s Truman State University where he graduated Cum Laude with a Bachelor of Arts degree in Business Administration in 1994. Upon graduation, Patrick played professional tennis for more than a year. Next, he attended Baylor University where he received a Masters of Science degree in Education in 1997 and was the assistant coach of the Men’s Tennis Team (2004 National Champions). His last six hours of graduate school was an internship with the Professional Golf Association (PGA) at the Four Seasons Resort and Club – where he spent three years as a tennis professional.
Patrick launched his career in financial services with Smith Barney in 2000 and joined Merrill as a Financial Advisor in 2008. Today, it’s not surprising that Patrick is the club champion at Brookhaven Country Club where he, his wife, Yvonne and their three children live on the golf course. Patrick enjoys watching his children perform and compete, playing golf and snow skiing. He still plays tennis almost every day (at 6 am) at Brookhaven.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The better question is: Why shouldn’t you hire us?
If you are looking for a financial advisor to trade stocks and “beat the market”, we are not the team for you. Why? Because our philosophy is to focus on what we have the power to control. Predicting when the market will fluctuate or guessing the future of interest rates are not items anyone can control.
If you are looking for a team interested in helping you to lower your tax bill, investing smarter, and helping create a reliable income stream, we are the team for you.
We have a high standard of care for every relationship we maintain. Due to the demand for our services, we must limit new relationships for families not related to an existing client to those with $1 million or more in investable assets. That said, we are happy to have an introductory meeting with anyone that would like to connect and if we can’t help you we are happy to recommend someone that can.
Yes, many of our clients do not reside in Texas. We work with retirement savers all over the country and many with dual citizenship.
Our team is equipped to meet with our clients and prospective clients virtually through secure video conferencing to protect your privacy.
We are a fee-based financial planning office. Our fees depend on your needs and complexity and are a transparent line item on every statement. We include unique billing options like Roth Alternate Billing and Fee Tilting to make your fees as tax efficient as possible. When appropriate, we do use commission brokerage accounts.*
Raymond James has always been a different kind of financial services firm – one that embraces long-term planning, values methodical decision-making, and remains focused on what matters most: YOU.
We chose Raymond James as our custodian to manage your money. As an independent advisor of Raymond James, we enjoy something virtually no other firm can offer. Raymond James offers top-of-the-line products and services, including asset management, wealth planning, banking, and lending, and trust services.
Raymond James is a publicly traded, global company with distinct business units that serve a variety of clients. Headquartered in St. Petersburg, Florida, they have grown into one of the largest independent financial services firms in the United States. And, more than 59 years after their founding, they remain true to their core tenets of conservatism, independence, integrity, and client-first service – laying the groundwork for financial strength and stability.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Dallas Wealth Advisors and Fontana Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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