Patrick is a Retirement Plan Consultant for CBIZ Retirement Plan Services Roanoke office. Patrick graduated from the University of Maryland’s Robert H. Smith School of Business with a Bachelor of Science degree in Marketing.
As a Retirement Plan Consultant, Patrick is responsible for overseeing and managing new business implementation for a team of financial advisors throughout CBIZ. He assists in coordinating the plan design, client communication, and administration of plans in the small to mid-size market. He also provides direct client support for a multitude of services including investment review, ongoing customer support, and plan consulting.
Patrick works with CBIZ advisors to help implement CBIZ’s proprietary fiduciary risk management process known as The CBIZ Fiduciary Risk Manager™. The CBIZ Fiduciary Risk Manager™ was established to help individuals manage the personal liability associated with being a fiduciary to a qualified plan. CBIZ Retirement Plan Services was named one of PLANADVISER’S Top 100 Retirement Advisors for multiple years in a row.
Patrick currently resides in Roanoke, Virginia. He enjoys spending time with his family and being active outdoors. He is an active member in his community and donates time at community events and coaching youth sports.
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CBIZ Retirement Plan Services is a trade name under which certain subsidiaries of CBIZ, Inc. market investment advisory, third party administration, actuarial and other corporate retirement plan services. Investments and advisory services offered through CBIZ Financial Solutions, Inc., Member FINRA, SIPC and SEC Registered Investment Adviser, dba CBIZ Retirement Plan Advisory Services. CBIZ Financial Solutions, Inc. is a subsidiary of CBIZ, Inc. (NYSE Listed: CBZ)