A third generation Lake Walean, Pat was born and raised in Lake Wales. In addition to past terms as the Mayor of Lake Wales and City Commissioner, Pat has had heavy involvement in a number of community organizations, including the Lake Wales Charter Schools and Victory Ridge Academy. With more than 29 years in the industry, Pat offers a wealth of time-tested financial advice complemented by firsthand experience running a family business and managing interests in the citrus industry. Pat attended the Georgia Institute of Technology and graduated with a major in finance from the University of Florida. Pat is also a CERTIFIED FINANCIAL PLANNER™ professional.
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.