With over 20 years of experience in the financial services industry, Patrick has extensive experience servicing the American entrepreneur and their families. This includes building out quality financial education and support programs to employees who are part of an owner’s team.
Although working with self-employed and small business owners is his expertise, Patrick makes sure to leave room to serve veterans and first responders who are referred to him.
Ultimately, Patrick seeks to build long-term relationships with the families he serves and gains tremendous satisfaction being a guide on their journey to financial liberty.
Patrick also is a member of the Army Reserve where he has served for over 20 years and includes multiple deployments overseas. Serving his country and leading Soldiers is a great passion in his life and is a continuation of a long family tradition of service.
Patrick also greatly enjoys delving into personal and leadership development content. Lifelong learning and increasing the impact he makes on the life of others is another passion in his life.
More recently though, Patrick has been blessed with starting a family with the love of his life Diana. Becoming a better husband and learning to be a dad takes up all the extra time when not serving clients these days. Of all the great accomplishments, experiences, and passions he has, being a husband and father has shot to the top of the list.
Patrick, Diana, and son Nathaniel (don’t forget the family dog Wedge!) reside in southern California. Diana is a huge outdoor enthusiast and likes to get the family outside and, on the road, whenever she can. Of course, she makes sure of dog friendly trips so that Wedge doesn’t miss out on any fun.
Contact
patrickmcandrew@yourcoreplan.com
909-559-1248