Moneta Group

In Pat's long and successful career as an advisor and branch manager with A.G. Edwards, he was one of the first brokers to adopt the financial planning approach to client service. When his peers in the broker/dealer world were operating on commissions based on recommendations, he put the best interests of his clients first, taking on  fiduciary role even when it wasn't industry standard. At Moneta Group, it was clear Pat had found a firm that shared his client-first goals.

When he joined the firm in 2010, he brought with him extensive financial planning and investment management experience. Pat's practice focuses on exceeding the expectations of clients and providing them with the 'Raving Fan' service Moneta is noted for.

Pat earned a B.S. in Business Administration at Quincy University, where he played on four national soccer championship teams. He was equally competitive in his professional life, going on to earn an MBA from Saint Louis University and his CERTIFIED FINANCIAL PLANNER™ designation in 2003. In recognition of his accomplishments, Pat received the Five Star 'Best in Client Service' award both in 2009, 2010 and 2011 as published in St. Louis Magazine. He was listed as a Premier Wealth Manager by the Saint Louis Business Journal in 2011.

Pat and his wife, Gina, have three children.

• B.S., Business Administration, Quincy College
• MBA, Saint Louis University
• CERTIFIED FINANCIAL PLANN ER® professional
• Five Star 'Best In Client Service Award, 2009-2011
• NABCAP Premier Wealth Advisor, 2011