Assistant VP / LPL Financial
As an Assistant Vice President of LPL Private Client, Patrick attends to Olson Wealth Group’s efforts in supporting high-net-worth clients. Since joining the team in January 2013, he has built a multidisciplinary background encompassing the holistic wealth management needs of affluent clients and the specialized needs of institutions such as 300 foundations, endowments and corporations. Additionally, Patrick works on building out the LPL Private Client team’s capabilities as it relates to tools, resources and strategic relationships.
Prior to joining the LPL Private Client team, Patrick held multiple positions at LPL Financial spanning back to October 2007. His experience includes advisory platform management, advisory sales and service. During this time, he developed a deep understanding of the independent advisor business, analysis of advisors business structure, portfolio analysis and due diligence. Patrick has cultivated his skill set through first-hand experience, degrees, certifications and his accomplishments include:
Patrick earned a BS in both Finance and Accounting with a minor in Economics from California Polytechnic State University San Luis Obispo.
This individual is not associated with Olson Wealth Group.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor,
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