Patrick is authorized to serve as a Regional Director of The American College Foundation and is also a Certified College Advisor.
Patrick attended Western Washington University, studying journalism and business. To help pay for his education, Patrick actually began a career in financial services while still attending college.
After college Patrick worked for Fidelity Investments and Merrill Lynch. Patrick’s primary focus and most rewarding aspect of his career is assisting families in making sure their children could attend the schools of their choice. Patrick understands how important planning for college can be – his strategy is always to help the student and family obtain the best education at the best price. Patrick’s HB Specialty Solutions focuses specifically on preparing and paying for college. Patrick also has expertise in estate planning and family protection. Patrick has vast experience in working both with families and business owners.
Patrick coached a basketball program at Immaculate Conception in Newburyport for over 10 years receiving their prestigious Pelican Award for his service. Patrick is currently both a high school basketball and soccer official. Patrick is an avid skier, cyclist, and fly fisherman.
Patrick’s business motto: Client-Centric Solutions for your Financial Future