Senior Financial Advisor
As a member of the firm’s financial planning team, Patrick applies lessons learned from his initial career in private banking, especially those dealing with fostering long-term relationships.
Patrick is a Certified Financial Planner® and holds a B.S. in finance from the University of Tennessee. He joined Kelman-Lazarov in 2016 after nearly a dozen years with Paragon Bank. “We shared a common philosophy,” he recalled, “always placing the best interests of the client first.” He became a partner in Kelman-Lazarov early in 2020.
Patrick is an active supporter of both the Make-A-Wish Foundation and St. Jude Children’s Research Hospital.
He and his wife, Sue, have two sons. When it is time for some downtime, you will likely find Patrick and his family at one of the beaches along the Gulf Coast or cheering one of his favorite teams, the Tennessee Volunteers, the Memphis Grizzlies and the Chicago Cubs.Contact Patrick