Patrick joined Quantis in 2024 with more than 10 years of accounting experience, including tax planning for individuals. He works at the intersection of wealth management and tax services, assisting advisors with the implementation of tax efficient financial planning strategies for mass affluent and high-net-worth individuals. Patrick also serves as Senior Manager of Quantis Tax Services, where he oversees tax compliance and planning solutions.

Patrick earned both his bachelor’s degree in accounting and his MBA from George Mason University. He began his career at PricewaterhouseCoopers, where he worked as both an auditor and tax professional serving ultra-high-net-worth individuals. In 2020, he earned an Executive Financial Planner Certificate from San Diego State University.

Patrick is a CERTIFIED FINANCIAL PLANNER® professional and a licensed CPA in California and Washington, D.C. He is also a member of the Financial Planning Association and the American Institute of Certified Public Accountants.

Originally from Northern Virginia, Patrick has also lived in San Diego, California, and Annapolis, Maryland. Outside of work, he enjoys spending time with his family, volunteering, reading, and exercising. He currently lives in Fairfax Station, Virginia, with his wife and three children.