Pat has helped hundreds of individuals through financial planning, education planning, retirement funding, and estate preservation planning. He is particularly knowledgeable at helping owners of closely held businesses protect their assets, provide cost-effective employee benefits and supplemental retirement plans. Our program consists of integrated planning, balancing flexible strategies to suit your particular circumstances and objectives. Each financial product is part of a well-conceived plan. FINRA securities registration series 7, 6, 63, 65 FINRA securities principal registration series 24, 26, 53 Financial Consultant with Equitable Advisors