A Message from Patrick

Welcome to American Wealth Planning. My journey to this work has been shaped by my core values: family, entrepreneurship, community, and country. These principles drive everything I do—both as a financial advisor and as a husband, father, veteran, and entrepreneur.

I grew up in a working-class family where the focus was always on making ends meet, not on understanding how money works. That’s why I’m so passionate about helping families and small business owners navigate the complexities of financial planning. I’ve walked that path myself—from starting a pool service business with a friend to discovering my calling in financial services, while balancing the demands of military service and—most recently—family life.

At American Wealth Plan, I work with self-employed individuals and family-owned businesses to provide personalized, principled financial strategies. My goal is to help you secure your family’s future, grow your business, and build a legacy that aligns with your values. I focus on turning vague financial uncertainties into clear, actionable steps while ensuring your investments reflect your beliefs and priorities.

This work is a mission for me. I see financial planning as a partnership, built on trust, that grows stronger over the years. Whether it’s protecting your family, building a strong foundation for your business’s success, or navigating life’s challenges, I’m here to walk with you every step of the way.

Let’s build a plan that empowers your family to thrive—today and for generations to come.