
I spend most of my time working on Seven Two Advisors which provides 1 on 1 financial planning services. Out of the office I enjoy fly fishing, golf and disc golf. I enjoy finding good deals on real estate properties and adding them to my clients portfolios to balance out their investment portfolio. Working with an advisor that doesn't push the sell is the best part about working with me. I don't sell. I educate, inform and take large amounts of data and filter it down for the client to make the best decision possible. My long term goal is to purchase a small tract of land and develop it into rental homes.
0
Deals shared
0
Currently owned
0
Total units
No deals shared yet.
Member since 2022 · 0 badges earned
0
Forum posts
0
Best replies
0
Reputation
No recent contributions yet.
Patrick doesn't have any references yet.