Expertise
  • Matrimonial Litigation
  • Complex Litigation
  • Expert Witness Testimony
  • Forensic Investigation
  • Asset Tracing
Education
  • Master of Business Administration, Finance, University of Texas
  • Bachelor of Arts, Psychology, University of Texas
Designations
  • Certified Public Accountant (CPA)
  • Certified in Financial Forensics (CFF)
  • Accredited in Business Valuation (ABV)

Profile

Patrick is a Managing Director with the Forensic Consulting Group who has experience in the preparation of business valuations, perquisite analysis, marital standard of living reports, community property balance sheets, reports on gross income available for support, and the analysis of financial statements and tax returns. He has worked and supervised staff on hundreds of cases and has qualified as an expert witness providing testimony before the Superior Court of the State of California. In addition to his work with clients, Patrick has lectured on forensic accounting topics to the American Academy of Matrimonial Lawyers, the Los Angeles County Bar Association, the Beverly Hills Bar Association, the Pasadena Bar Association and the Ventura County Bar Association.

Prior to joining CBIZ, Patrick was a Senior Partner with forensic accounting firm LorchGreene, which he cofounded in 2016 and served there until they were acquired by CBIZ in February 2026. Prior to this, Patrick was a Senior Partner with the accounting and litigation firm of White, Zuckerman, Warsavsky, Luna & Hunt, LLP where he performed litigation consulting services primarily related to marital dissolutions.

Professional Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)
  • AAML Foundation – Forensic & Business Valuation Division, Member