Pat takes great pride in working with our team here with Chapman and Cardwell developing custom financial strategies, always with our clients’ best interests in mind. Joining the financial services industry in 2008, he has expertise in portfolio management and focuses on capital preservation and income generation to help our clients pursue their goals.
Pat joined our team as a financial advisor in 2011. Prior to his financial services career, he owned an Insurance agency for five years in Simi Valley, California, and worked as a mortgage banker loan wholesaler for 12 years in St. Louis, Missouri.
Pat serves as a Rotarian with the Upper Keys Rotary Club, is a Key Largo Chamber member, as well as a member and former board member for the Islamorada Chamber of Commerce. For nearly 35 years, his hobby and passion has been coaching and supporting kids’ soccer. In early 2020, Pat recently headed for the sunset and retired as head coach and director of coaching for the Florida Keys Soccer Club as well as the head coach for Coral Shores High School Varsity Girls Soccer. Now Pat wishes to spend his free time with his 7 growing grandkids!
Pat was born and raised in Southern California, before moving full time to St. Louis in 1992, and then relocating to the Florida Keys in 2008. He lives in Tavernier, Florida with his wife, Connie. They have four wonderful grown children, Patrick, Derrick, Ian and Meghan.
10085 Overseas Hwy. // Marathon, FL 33050 // P: 305.743.6095 // F: 305.743.0491 // Map & Directions
99101 Overseas Hwy., Suite 2 // Key Largo, FL 33037 // P: 305.451.0408 // Map & Directions
9155 South Dadeland Blvd., Suite 1008 // Miami, FL 33156 // P: 786.601.2623 // F: 786.601.7722 // Map & Directions
7 Middle Street // Plymouth, MA 02360 // P: 508.746.1099 // F: 508.927.4212 // Map & Directions
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