Pat is passionate about building relationships and helping people achieve financial success and peace of mind, while having meaningful conversations about life, legacy and stewardship.
Pat joined Hamilton Capital in 2016, building on eight years of experience in the financial services industry. He serves a broad range of clients including families, business owners, executives, medical professionals and entrepreneurs. He is responsible for creating and implementing forward-thinking strategies designed to help achieve wealth accumulation and protection.
His areas of focus include financial independence planning, investment strategy and allocation, navigating business transitions, tax planning, cash flow optimization, risk management and wealth transfer strategies.
A Westerville resident, Pat holds a Master’s in Accounting from The Ohio State University Fisher College of Business and Bachelor of Science from Otterbein University. He is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER™ professional and is a member of the Financial Planning Association.
What I love most about what I do is personally getting to know each one of my clients. I enjoy taking the time to understand who and what is most important to them, how they define success and why. From that foundation of understanding and trust, I partner with my clients to build a vision, navigate the ups and downs of life and define their legacy.
At the end of the day, working towards and achieving success, as defined by each client, is the most rewarding aspect of what I do.