Pat works with clients on business sales and purchases, dispute resolutions, estate planning, and individual taxes. Pat served as President of Somerset for 31 years and helped grow the firm into one of the largest in the Midwest prior to joining CBIZ.
A Certified Financial Planner, Personal Financial Specialist, and CPA, Pat’s honors include being named Management Accounting Alumnus of the Year by his alma mater, Purdue University.
Pat has been very involved in the community and has been very instrumental in changing Indianapolis’ landscape. He has served on numerous boards and commissions. For his volunteer service to the city and state, he has been awarded The Charles L. Whistler Award and has been named a “Sagamore of the Wabash.”