Pat is passionate about gaining the trust of his clients and helping them achieve their financial goals. He believes in comprehensive financial planning to customize each client’s investment portfolio to help achieve their short-term and long-term financial goals. Pat also believes in a simple approach to investing while focusing on reducing portfolio drag created by taxes, fees, and high expenses. In addition, he enjoys building solid, long-term relationships and will go out of his way to provide exceptional service.
Pat has been in the Financial Services industry for over 23 years representing two of the largest asset Managers in the country. He spent 17 years working for Fidelity Investments consulting Financial Advisors across Iowa before joining Lane Family Financial. In this role, he worked with Institutional and Wealth Management clients in investment due diligence, asset allocation decisions, and business strategy planning.
Pat graduated with a Bachelor of Arts in marketing from the University of Delaware in 2000. He began his career at Federated Investors before joining Fidelity 6 years later in 2006. In 2012 he earned the Certified Investment Management Analyst (CIMA) designation through the University of Pennsylvania Wharton School of Business, and in 2021 earned the CERTIFIED FINANCIAL PLANNER designation.
Originally from Pittsburgh, PA, Pat resides in Des Moines with his wife, Kelly, and their two daughters, Emma and Nora. He enjoys being outside as much as possible with the family. Golfing, skiing, hiking, swimming, and tennis are all activities that the family enjoys together.