Patrick is a co-founder and partner of Bearing360 Wealth, bringing 30 years of strategy, leadership, and management experience to his role. Patrick helps manage the firm’s strategic direction to ensure the highest levels of customer service and unbiased advice for each and every client. He provides a personalized client experience, helping each client design and implement a comprehensive legacy plan supported by their wealth management strategy.
Over the course of his career, Patrick has partnered with high-net-worth individuals and multigenerational families to address complex financial, credit, wealth transfer, and legacy planning needs. His experience began as a Credit Officer, where he structured both offensive and defensive credit strategies, including advanced market estate planning solutions such as life insurance premium finance and bespoke lending arrangements designed to enhance wealth preservation and transfer objectives. As a Trust Officer and fiduciary, he works closely with families to develop and implement legacy plans that reflected their values, protected family wealth, and facilitated a smooth transition of assets across generations. As a Wealth Advisor, he leads teams of specialists delivering comprehensive, client-centered advice encompassing estate planning, financial planning, tax strategy, investment management, and risk management. This integrated approach allows him to help families navigate complexity with confidence while aligning every aspect of their financial lives to achieve their long-term goals and create meaningful, lasting legacies.
Patrick graduated from the University of Notre Dame where he also earned his JD and MBA degrees.
Patrick proudly serves his community as well. He is a former trustee for the Jeremiah Program, helping impoverished single mothers and their children, and The Convent of the Visitation school in Minnesota. He currently sits on the Legal Committee for Crystal Downs Country Club in his home state of Michigan. Patrick is a life-long musician, loves food and wine, and enjoys anything he can do outdoors.
