Pat founded his firm in 2001 with the vision of building relationships with our clients and experiencing the joys of their success. He operates as an independent fee-based financial planning firm. His trusted team provides personalized attention, objective advice and a tailored comprehensive road map to our clients’ success. Since 2003, He has been honored to be the Endorsed Local Provider/Smart Vestor for Dave Ramsey for North Georgia.Pat's goal is simple – to guide and nurture you in the realization of your life’s dreams.FINANCIAL PLANNING PROCESS – The process to determine where you are now, where you want to go, and developing a road map that enables you to get there. This is a lifelong journey, so his role is ongoing – Pat anticipates life changes and will continually monitor your progress and revise your plan as needed.INVESTMENT PROCESS - One of our most important responsibilities is to guide you in your investment decisions. Pat utilizes a process which provides a disciplined approach to help you remain focused on your long-term goals. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. Investment Planning Advisors, Inc. and Cambridge Investment Research, Inc. are not affiliated companies.

Patrick's professional career began in the stock market.He spent four years assisting clients with their investments and gaining valuable work experience in the stock marketPat moved to Met Life Investments to focus his experience on the 403B market, assisting teachers with their retirement programs, concentrating on the Atlanta and Dekalb school systems.After gaining this experience, Pat moved to independant practices to service clients in all aspects of financial planning. In 2001, Pat became an independant advisor so that he could achieve his goal, to service his clients in all aspects of financial planning and by being independant, he could help his clients with out any proprietary products.