
Second Quarter Investment Report – 2025
July 11, 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...
Pat works with a select group of clients to help them, build, manage, protect and transition their wealth. As a Chartered Retirement Planning CounselorSM and CERTIFIED FINANCIAL PLANNER® professional, Pat takes a goal-based approach to investment planning. Once goals are determined, Pat helps his clients create and implement a fluid plan that will help his clients achieve their goals. On an ongoing basis, Pat and his clients review and tailor their plan to ensure it is staying in-line with their wants and needs.
Pat graduated from the University of Missouri with a Bachelor’s Degree of Science in Business Administration, with emphasis areas in finance, banking, and real estate. Prior to joining Moneta, Pat spent three years with Wells Fargo Advisors.
Outside of work, Pat loves all thing Saint Louis sports. Pat also enjoys playing golf, softball and being active outdoors with his dog.
Dive into the latest insights from our expert team with our personal touch.
July 11, 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...
July 8, 2025
June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...
June 18, 2025
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