Pat is a senior vice president at CBIZ Retirement Plan Services and is associated with CBIZ Investment Advisory Services as a financial advisor. He works with plan sponsors to help them meet their organization’s retirement plan goals. Pat helps plan sponsors manage the personal liability associated with being a fiduciary to a qualified plan. He provides consulting services to private and public companies, as well as not-for-profit organizations. Through CBIZ IAS, Pat provides investment management to individuals, trusts, defined benefit plans, cash balance plans, endowments and foundations.
Pat serves on CBIZ’s National Retirement Expert Committee. This committee is responsible for selecting products, maintaining compliance with industry best practices and providing support to the CBIZ consulting network.