Patrick has over 20 years of leadership experience, 11 of which have been in the financial services industry. He is a CERTIFIED FINANCIAL PLANNER™ and Chartered Advisor in Philanthropy®, and holds a Master of Business Administration degree from Arizona State University. Patrick founded and operates Victory Independent Planning, a dba of WealthSource Partners.
Before joining the financial industry, Patrick was a United States Naval Flight Officer. During two overseas deployments, he flew the F-14B Tomcat as a member of the Jolly Rogers of Fighter Squadron 103. Since World War II, squadrons flying the pirate flag have honored the original Jolly Rogers and their F-4U Corsairs for their triumphs in the skies over the Pacific. To this day, they operate using the radio call sign “Victory.”
Patrick is also volunteer Treasurer for Portland’s Sunshine Division, a food and clothing relief organization. In his spare time, he enjoys traveling, reading historical fiction and writing History Lessons, a blog that teaches investment lessons through historical tales.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.