Patrick joined Geometric Wealth Advisors as employee #2 in 2016 and became a Partner in 2025. He spent the prior twelve years with Honeywell UOP, an energy consulting firm, where he worked in project management and corporate strategy roles. Driven by an endless curiosity for personal finance, Patrick left engineering consulting to apply his quantitative strengths in a more rewarding and impactful way. He jumps out of bed each day, eager to help guide clients by clearly framing complex financial choices and trade-offs.
Patrick specializes in serving Partners at Bain & Company (with a sub-specialty serving the firm’s Expert Partners), finance professionals, and corporate executives. He also serves on Geometric’s Investment Committee.
Patrick lives in the suburbs of Chicago with his wife and their two children. He enjoys coaching his kids’ teams, visiting the local library, hopping on a road bike, and playing geography-focused games like GeoGuessr and MapTap.